Question

Tell me what I do next?

I got my income forms, SSA 1099 and CSA 1099R for myself. We are still waiting for mywife's SSA 1099.

Once you receive all of your forms, you will be able to go to TurboTax.com to start your return.

If you already have an account set up, go ahead and log in using your information.

Otherwise, you will set up a new profile.

TurboTax will walk you through the screens to assist you as you enter your information.

For your SSA-1099 forms, please see the link below to assist you in entering that information.

You will enter your CSA 1099-R in the Federal interview section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
As you enter your 1099-R information, be sure to fill out the state section. The program will then answer any questions as it relates to that particular 1099-R.