I know this is OT, but I can't find anywhere else to ask.
I have been playing with this for two days. I simply cannot find where to enter the info on my SSA-1099 this year. I have done it in past years just fine.
I have Googled the question and looked at the stated solutions and have tried them. Fact is, no solution works. They mostly say to go to Federal Taxes>Wages and Income>Explore on my own. I have no such 'Explore on my own'. Or they say to search for SSA-1099 and jump to the SS-1099 link. I see no such 'link'. They mention a 'Social Security Benefits screen'. I see no such screen.
Even tho this is OT, can someone maybe tell me the solution here? Seems strange TTax would make something like this so difficult.
On 02/08/2015 10:27 AM, snipped-for-privacy@cal.com wrote: ...
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I've no real klew but wonder is this perhaps related to the other neutering of the basic version this year, perhaps? One can, by call Intuit and complaining loudly enough, get free upgrades to "pro" version...
Are you doing it on line or from the program on CD?
It was pretty easy to find using the on-line version. I just don't recall exactly where I'd try just to enter 1099 income and see if it is hiding in there.
Off hand I would say go back to the income section, maybe run through it. I forget how it does SSA but never had problem there.
I've gotten wound up with TT a couple of times in the past and it can be very frustrating. Last year, I missed where to put in quarterly payments and just added them as other tax payments and ended up with double deductibles and had to get it corrected.
If I had not been using TT all these years, I'd look at H & R Blocks as you can just call a local agent if you get hung up.
TT got themselves into a mess dropping forms from their deluxe version forcing upgrade to premium version but I don't believe they would drop your form. The ones they dropped were things like dividend income.
On one of the very first screens, you have the option of having them lead you through preparing your return, or of doing it on your own. I would go back to that screen and select doing it on your own and see if that will allow you to find how to enter the SSA data.
Intuit's support has never been good. It is virtually impossible to call them; they throw you into "communities" and you have to rely on the public to have answered your question, if you can even find an answer.
Intuit has really gone off the rails this year. The newest version of Quicken is almost dysfunctional. When I upgraded they renamed my banking and investing accounts and made much of my data go away. When I tried using the new accounts, they said they didn't exist, and I should reestablish them. I had to do all my transactions by hand. My bank password didn't work because I had a ? in it (the bank loved it, giving me a top rating for security). We finally learned that the newest quicken apparently cannot read a question mark. Did I mention that they renamed my accounts; I finally realized that they had used a special character (like ! or #) in the new names, and couldn't read it!
I am thinking that Intuit must have hired some of the help that worked (more accurately, didn't work) on the Obamacare web site.
I had stayed with Intuit as they declined, because in some situations data that one needs for the current return is carried forward from prior years, and they had handled that well. But I am no longer confident that they can handle that. So now I'm looking for something to replace them.
I'm still pondering what to buy. If transfer of data from TT to HRB is easy I might do that. Also same with business data. I consult out of home office and just lump all expenses as office supplies which are less than 10% of income. I don't mind the extra expense since it is tax deductible. Looking for ease of operation. I've asked question in other ng's without satisfactory answer.
One time using TT my return was rejected by the feds and like op I spent days trying to figure out why and it turned out to be reversal of two digits in a banks EIN number.
You may have to move up a notch for the Deluxe if you use the business deduction on the schedule (I think) D
I've been using the on-line version for 12 years now. I have three income sources and two states. It took me about half an hour to do them all. Worth the cost to me.
On Sun, 08 Feb 2015 11:27:22 -0500, snipped-for-privacy@cal.com wrote in
I dumped TTax and move to TaxAct about 15 year ago and have never regretted it. TaxAct is about 1/3 the price for both the Fed and state versions plus efiling. Check it out at
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There is also an active and helpful user community at
I got away with Deluxe for years. TT sent an unclear email that we could still use it with their help. If they put back the forms, I'd still use it. The Premier edition maybe costs $20 more but they give you stuff like extra filings which I do not need. When you get through paying extra for state filing, you could end up paying $100 for something that might take as little as a half hour to use.
I'm going to be shopping around next year. I had to do three different states so they gouged me for those. Then I couldn't put in a bunch of 1099-? money without upgrading to premium.
There was a big stink about the 1099 forms and needing to upgrade from the version that had them in last year. I heard that if you call they would up grade you for free. Also I believe it was HR Block would let you use their software if you had bought TT.
Looks to me like the Fed Gov should provide the tax software for us, especialy now that the paper forms are hard to come by.
While I tend to think there's much to be said for the idea that if they're going to require electronic filing that it seems only fair to have the facility readily available.
That said, as bad as Intuit and some of the others are, my conjecture would be that a federal bureaucracy trying to do the same on that volume would be far worse in results at an additional exorbitant cost.
I used TT Home and Business this year. If you take the Step-Through option, somewhere along the way in the income section they ask you if you got any SS income. If you check yes, a form opens where you enter the amount paid a nd any tax withheld.
My problem is finding out where to enter long term capital gains. I'll try again later this week; if I can't find it on the step-through, I'll just go to the Schedule D directly. It's only a couple hundred dollars from a mutu al fund but it needs to be there.
Wish I had saved my emails but I think you may be able to get back $25 if you had to upgrade.
I have not bought yet and have disregarded a couple of savings that they or Amazon sent out. Still holding off as filing early two years ago left out a dividend statement not in. People sending had a waver to be late but I did not know that. Every year it is a renewed struggle.
buffalo ny: i just bought again this year: turbotax home and business down load 2014 ($79 from amazon) and i expect to follow the question and answer format for best results as for 2013. since 2007 i have had a 3-year and 1-y ear irs audit. i like to hand a cd with turbotax files and quicken files to the visiting auditor to take to the office in case there are any questions . i passed both audits: he pointed out a deductible category of supplies wa s blank by my mistake which saved us tax money. my daughter is our bookkee per and does tax prep. i recommend you take the time to do the question an d answer format rather than manual entry or skipping or rushing thru the pr ocess. MAKE BACKUPS AND PDF BACKUPS OF YOUR FILE. WHEN TURBOTAX ASKS DO YOU WANT TO SAVE THE FILE, ALWAYS ANSWER YES, OTHERWISE YOU OR ANOTHER FAMILY MEMBER MAY ACCIDENTALLY DELETE YOUR FILE. -b
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