Question

Will Turbotax automatically enter info for my accounts like it has in the past. even though I changed my email address?

Forum|Forum|5 years ago
May 11, 2021
1 reply
0 views

It is asking me to hand enter social security benefits

TurboTax Premier Online

Employee

In order to transfer data from 2019 to the 2020 return you have to be in exactly the same account using the same user ID--and you have to do that transfer at the very beginning before you enter any new 2020 data. If you are in a new account or did not transfer when you began then you will need to enter all of the 2020 data including the banking information you need to use.

And...you always have to enter a SSA1099 by hand. You cannot import a SSA1099.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**