Question

TurboTax Deluxe does not allow Social Security entry

Forum|Forum|1 year ago
January 22, 2025
2 replies
0 views

Picking update causes a spinning icon and "Please wait...", but it never offers a way to enter the SSA-1099 information. In forms mode, the form is blank except that the SS benefits received is 2023 is checked. Clearly this is a program defect that should be fixed with an update.

SteamTrain

Employee

Windows or MAC?

____________________

Works OK for me on Windows 11

IF you are on a Windows computer, and you have already run your software updates?

Try downloading and installing the Manual Update (takes time to run, be patient).

Manually Update TurboTax for Windows Software

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

D

dfrapAuthor

Windows 11 - all online update installed

The manual "super patch" did not fix the issue.

D

dfrapAuthor

I fixed the problem. There were zeros in 3 places on the form. I deleted those zeros and now it brings up the dialog to enter the details from SSA-1099. Those zeros (0) were perhaps because it imported data from last years TT. Probably deleting the form would accomplish the same thing.

I'm comfortable with forms mode, but this is too complicated for many possible users and still needs to be fixed.

B

brianlandes7

I am having the same problem except now I cannot get the form to delete. Any ideas?

SteamTrain

Employee

@brianlandes7

IF you delete it ..it may regenerate automatically.

I "think" the SD sheet will not regenerate though...but if it does and still blocks the interview?

Switch to Forms Mode, and just enter your SS data into lines A,B,C,D,E (Wahtever data is on your actual SSA-1099) on the SS Benefits worksheet. (The text on that forms worksheet tells you what to enter.

IF any of those lines does happen to have an SD worksheet attached, you will know immediately when you try to enter some $$ on that line. IF you delete the SD worksheet at that time, you won't be tasked with finding it again (Unless you really do want the SD worksheet)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*