Does information regarding SSA 1099-R need to be provided on their interview for SSA Income boxes when it does not appear on their Form SSA-1099 - No boxes are the same?

Forum|Forum|2 years ago
February 9, 2024
1 reply
0 views

There is no TIN on Form SSA1099-R. Boxes 4-7 differ for what is required to fill out information that TurboTax requests for SSA income. Why is that?

TurboTax Deluxe Online

Best answer by SteamTrain

If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.

Get out of that form (probably a 1099-R) and delete it from your file.

Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.

SteamTrainAnswer

Employee

If you are entering an SSA-1099, and are asked for a TIN...Then you are attempting the enter that SSA-1099 on the WRONG FORM.

Get out of that form (probably a 1099-R) and delete it from your file.

Then find the SSA-1099 menu item on the Wages&Income page and enter it there. The boxes match in the interview entry of the form, and the is no request for a TIN or Federal ID nnumber.

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