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June 4, 2019
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I retired this year. part of the year is on a w-2; part on 1099; and I receive social security. can turbo tax handle the varied intricacies involved?

  • June 4, 2019
  • 1 reply
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Best answer by TomK2023

Yes, all the versions of TurboTax Online can accommodate W2s, 1099-Rs and SSA-1099s.  

To enter/edit W-2:

1. Open your return (or continue if open).

2. Type “W-2” OR “W2” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to W-2” link.

4. Answer screen interview prompts.


To enter/edit 1099-R:

1. Open your return (or continue if open).

2. Type “1099-R or 1099R” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to 1099R” link.

4. Answer “Yes” on the “1099-R screen,” then Click “Continue”.  (You can Click on “Add another 1099-R” if you land on 1099-R Entries screen instead.)

5. Select how you want to enter your 1099-R (import or manually), and then follow the onscreen instructions.


To enter/edit SSA-1099:

1. Open your return (or continue if open).

2. Type “SSA1099” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to SSA1099” link.

4. Answer screen interview prompts.

1 reply

TomK2023Answer
June 4, 2019

Yes, all the versions of TurboTax Online can accommodate W2s, 1099-Rs and SSA-1099s.  

To enter/edit W-2:

1. Open your return (or continue if open).

2. Type “W-2” OR “W2” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to W-2” link.

4. Answer screen interview prompts.


To enter/edit 1099-R:

1. Open your return (or continue if open).

2. Type “1099-R or 1099R” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to 1099R” link.

4. Answer “Yes” on the “1099-R screen,” then Click “Continue”.  (You can Click on “Add another 1099-R” if you land on 1099-R Entries screen instead.)

5. Select how you want to enter your 1099-R (import or manually), and then follow the onscreen instructions.


To enter/edit SSA-1099:

1. Open your return (or continue if open).

2. Type “SSA1099” (lower-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to SSA1099” link.

4. Answer screen interview prompts.

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