Solved

CAN NOT UPDATE Social Security - 2024 TurboTax

Forum|Forum|1 year ago
December 30, 2024
4 replies
0 views

I am trying to do some LTCG harvesting & trying to duplicate the amounts used last year's 1040 form

in my 2024 TurboTax -

BUT TurboTax is not letting me get to the Soc Sec screen when I click on UPDATE,

it just returns to the "Your 2024 Income Summary" screen - what's going on.

ron in shawnee

Best answer by tomfive

If you have used supporting details in your 2023 return, and have transferred that data to your 2024 return, this loop back seems to happen. Please see the best solution at the beginning of this thread. maybe the only thing we left out was that you need to delete the supporting details OR the entire "Social Security" forms while in the "Forms" area. I found it easier to delete the Social Security Form. Specifically, when you are in the "Step-by-Step" which is where TT starts and most all of your work in TT is entered, click on "Forms" in the blue area near the top, on the right. The Forms window should open.

Navigate down the left side to the "Social Sec" form, click on it, then go to the Forms drop down menu at the top left and choose "Delete Social Sec". It will ask you to confirm, click on "YES" and the form disappears.

Go back to " Step-by-Step" and try opening the Social Security entry again. It should work now.

(Note that a new Social Sec form will be generated and TT should work again)

rjs

Employee

Are you using the web-based TurboTax Online or the downloaded desktop TurboTax software installed on your computer?

If you are using the desktop software, make sure you have installed the latest updates. Are you using it in Windows or on a Mac?

R

roninshawneeKSAuthor

Using Desktop TurboTax Deluxe on Windows 11 PC purchased, downloaded from Intuit about a month ago - for this purpose.

I see they have made a lot of changes, but yes, Turbotax updates itself whenever loaded.

Other sections update OK (like Int & Div) - just can't update Soc Sec to see how much will be taxed.

And alternatively, if I begin with the "Visit All" button, TT asks a couple of questions about Retirement and Pensions - and with a No answer, it just returns to the Your 2024 Income Summary" screen.

I sure hope TurboTax is not ignoring the UPDATE because Soc Sec not being taxed - because of no other appreciable income - WITHOUT TELLING ME THAT.

ron in shawnee

DoninGA

Employee

@roninshawneeKS Since you are using one of the 2024 TurboTax desktop editions for Windows, try this

Save your tax return and close the TurboTax program

Right click on the TurboTax icon

Click on Run as administrator

Start the TurboTax program again and see if the problem persists.

J

Jack4771

The 1-11-2025 Update fails to fix the SSA-1099 input problem. When will Intuit fix the problem, since they have known about it for weeks?

CatinaT1

Are you still having this issue?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

R

roninshawneeKSAuthor

Catina-

Well yes - the issue had never been "fixed" by the TurboTax software guys yet.

BUT the 2 workarounds (Delete Supporting Details OR Delete the bad Social Security form, in Forms, which will be replaced) work very nicely - and these proposed fixes are acceptable.

However, the Update Problem is still there as far as I know and as I said, should be fixed.

And yes, I marked one of the earlier posts as the best answer.

ron in shawnee

T

tlstofleth

I have the same problem which I have seen posted by multiple individuals. Trying to update this SSA field just cycles back to the same point. I have uninstalled and reinstalled the Turbo Tax multiple 3 times with no fix. I have seen no proposed solution that has helped. Please help.

T

tomfiveAnswer

If you have used supporting details in your 2023 return, and have transferred that data to your 2024 return, this loop back seems to happen. Please see the best solution at the beginning of this thread. maybe the only thing we left out was that you need to delete the supporting details OR the entire "Social Security" forms while in the "Forms" area. I found it easier to delete the Social Security Form. Specifically, when you are in the "Step-by-Step" which is where TT starts and most all of your work in TT is entered, click on "Forms" in the blue area near the top, on the right. The Forms window should open.

Navigate down the left side to the "Social Sec" form, click on it, then go to the Forms drop down menu at the top left and choose "Delete Social Sec". It will ask you to confirm, click on "YES" and the form disappears.

Go back to " Step-by-Step" and try opening the Social Security entry again. It should work now.

(Note that a new Social Sec form will be generated and TT should work again)

S

Sharon 2

So, I'm confused. Is this an issue with the 2024 Turbo-Tax software, like a bug? I have read the replies above but can't figure out if I am doing something wrong, or this is a bug in the software and you are suggesting a work-around. Deleting forms in Turbo-Tax seems to be a dangerous thing to recommend someone to do.

FYI, my Turbo Tax software is fully updated as of this morning (1-30-25). Please advise. Thanks.

L

LJM8

Every time I try to enter social security income, the just goes to a blank screen

T

tomfive

This blank screen never happened to me, try deleting the Social Security form then trying again. If that doesn't work, try re-installing TT. Otherwise ... not sure what else to try.