SLM Financial Services
Level 2
03-09-2023
04:46 PM
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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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itonewbie
Level 15
03-09-2023
06:00 PM
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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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