I cannot add social security income to my 2024 TT deluxe, anyone else having that problem?

Forum|Forum|1 year ago
December 6, 2024
2 replies
0 views

I just downloaded and installed 2024 TT a few days ago. Other modules that are not ready say it is not ready, SS entry just circles back to the income summary page with no notice.

Best answer by tomfive

This is a major inconvenience not being able to import last years data. I have 1099-SSA data to enter. I also have a similar problem in being able to enter property tax if I import last years return. Any hope of a program fix???

I posted the original post in early December, but another thread was started a few weeks later and an answer was found. TT hasn't fixed the program as yet, but there is a work-around to enter SS data and Property tax data by deleting the supporting details and/or the proper form.

I guess I should have updated this thread ...

The new thread is here:

https://ttlc.intuit.com/community/retirement/discussion/can-not-update-social-security-2024-turbotax/00/3412327

DoninGA

Employee

Save your tax return. Close the TurboTax program.

If you are using the TurboTax desktop program for Windows, right click on the TurboTax icon. Click on Run as Administrator

Start the TurboTax program

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

tomfiveAuthor

I tried all of that and no joy, it just keeps circling back to the "choose what I'll work on" page.

Though I tried and can access and enter data on the SS worksheet in the Forms, I can't enter the step-by-step area to properly answer the questions. After I enter some data, then the only step-by-step question that is asked is whether I am living one of the listed countries.

I'll probably just wait until the next update ... or possibly reload the program if no others are having the same problem. Yeah, it's probably early for all the 2024 modules to be worked out. I still have to work on other not-ready modules anyway.

DoninGA

Employee

@tomfive Entering Social Security benefits is active in the step-by-step interview for tax year 2024 using the desktop editions.

Are you using one the 2024 desktop editions for Windows? If so, then save your tax return and then close the TurboTax program.

Right click on the TurboTax icon

Click on Run as Administrator

Start the TurboTax program again and access the Social Security benefits section to see if the problem persists.

Mike-Electrician

I have had the same problem for the last week Feb 13, 2024 thru Feb 19, 2024. I have spoken to TT support at least 5 times about the same problem with no solution. Total time on the phone 6 hours +. After reading all the comments I figured out what was wrong. My 2023 tax return had supporting documentation for the social security inputs due to the fact that I have both US Social Security and both Canadian Canada Pension and Canada Old Age Pension. US Canada treaty allows me to pay no taxes on the Canadian Pensions as long as I declare them on the US 1040 in the Social Security section. The supporting documents contained all the dollar inputs and they were zeroed out when I imported the 2023 into the 2024 . So even though in forms I have a sold 0 total when I clicked on it I got the supporting documentation window so that I could enter all the new dollar amounts for SS pensions and the Canadian pensions. The supporting window then totaled them all up and updated the forms window. After that you can add Medicare deductions, Fed income tax etc. All very logical but not intuitive and certainly not understood by TT support.