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Best answer by Mock

To enter your SA-1099-SM, please follow the steps below:

  • Sign in to TurboTax (if you're not already signed in).
  • Click on the Take me to my Return button
  • Click on the Federal Taxes tab 
  • Click on the Wages and Income tab
  • Scroll down to the Retirement Plans and Social Security section
  • Select Start and follow the interview questions

3 replies

June 5, 2019
Are you having difficulty entering your SSA-1099-SM?
March 27, 2023

yes

 

June 5, 2019
Turbotax is requesting for the payer id number for ssa-1099-sm
MockAnswer
June 5, 2019

To enter your SA-1099-SM, please follow the steps below:

  • Sign in to TurboTax (if you're not already signed in).
  • Click on the Take me to my Return button
  • Click on the Federal Taxes tab 
  • Click on the Wages and Income tab
  • Scroll down to the Retirement Plans and Social Security section
  • Select Start and follow the interview questions
April 15, 2022

Not accurate instructions need updating 

 

 

January 18, 2023

I agree, these 2019 instructions are COMPLETELY wrong in 2022.   

 

How hard can it be to enter income?  Turbotax makes it very hard.  I had 3 income slips to enter last nite, including a 1099-NEC, and couldn't find anywhere to enter them in Turbotax 2022.  

 

I am still looking but will probably end up having to go thru the step-by-step Turbotax process to eventually get these entered.