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SLM Financial Services
Level 2
March 9, 2023
Question

Widows benefit from social security

  • March 9, 2023
  • 1 reply
  • 6 views

I have a client who has received 2 separate SSA-1099.  One for herself, and another for her widow's benefits.  How do I enter these 2 forms when it will only allow me to enter one?

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1 reply

sjrcpa
sjrcpa
Level 15
March 9, 2023

Odd that it only allows one.

Add them up and enter.

The more I know the more I don’t know.
    itonewbie
    itonewbie
    Level 15
    March 10, 2023

    This is one of those input screens where you will need to click on the + immediately to the right of the data entry to create a new line.  At the end of the day, it will aggregate multiple entries into one single number to report but you will have an audit trail to easily check and change each entry.

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