Question

There is no SSA-1099 in forms view

Forum|Forum|2 years ago
March 7, 2024
2 replies
0 views

The help says I have to switch to the interview which makes no sense. Is it really that stupid?

Filling in a form that matches the printed form I have is SO much easier than going through an interview. Is this just a missing feature or is it hidden?

B

BillM223

The interview contains error checking that you would not benefit from if entering data directly on the forms. The interview also contains frequent Learn More links that provide value education concerning the tax issues at hand.

The interview can also guide the sequence of questions so that you give TurboTax information in a usable order.

"Filling in a form that matches the printed form" - some products, including from Intuit, are designed like this, but they are intended to be used by tax professionals. If you are not a tax professional, the interview is a better way to go.

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DoninGA

Employee

You will have to use the interview to enter the amount from box 5 of the Form SSA-1099 before the Social Security Benefits Worksheet will be created.

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

This is Difficult??