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SteamTrain
Employee
March 28, 2025

@sherrangambrell98 

 

Huh??   Maybe an SSA-1099 SM???   From Social Security??

 

If so, that is NOT a 1099-R form.

 

The entry for that is in the Federal Wages&Income page...down in the Retirment Income section, and on a menu line for "Social Security (SSA-1099, RRB-1099)".

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*