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March 9, 2025
Question

How do I edit my Social Security information. Income did not come through.It is showing 0 for income.

  • March 9, 2025
  • 1 reply
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    1 reply

    JohnB5677
    March 9, 2025

    To post your Social Security Information, follow these steps:

     

    To post your SSA-1099

     

    If this is the first time entering investments

    1. Select Wages & Income
    2. Scroll to Social Security (SSA-1099, RRB-1099) [Add/Edit]
    3. Did you receive Social Security or Railroad Retirement benefits in 2024? [Yes]
    4. Tell us about the benefits you received [] Social Security, [] Railroad Retirement
    5. The screen to post the information will appear.
    6. If applicable it will include your spouse.
    7. Post your information

    If you entered a SSN 1099 previously

    1. Select Wages & Income
    2. Scroll to Social Security (SSA-1099, RRB-1099) [Edit]
    3. This will bring you directly to the input screen.
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