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March 5, 2025
Question

I could not find a schedule to load social security income. Why doesn't it show up?

  • March 5, 2025
  • 1 reply
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    1 reply

    DaveF1006
    March 5, 2025

    Follow these steps to enter your Social Security income in your "Turbo Tax" return.

     

    1. Go to income or wage and income if working in Turbo Tax Desktop
    2. Go to  Retirement Plans and Social Security
    3. Social Security (SSA-1099, RRB-1099)
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    March 7, 2025

    So now, I have created a 1099 that needs to be eliminated. I did not realize that Turbo Tax knew what my taxes and checks were for Social Security - why the heck don't they tell you? Now I need to delete the forms - how do I do that.

    March 7, 2025

    Follow these instructions:

     

    1. Choose the Tax Tools option on your left menu bar while working on your return

    2. Choose Tools

    3. Choose the Delete a form option under Other Helpful links 

    4. Find the errant Forms 1099 in the list and delete them

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