Entering Social Security benefits with Federal withholding

[Becky-Aurora]

Please tell me how we can enter social security benefits received in screen 14 but not the withholding tax.  When the w/h is entered in the 1099 screen it requires a E.I.# of Social Security Administration and they don't have one.  Diagnostic prevents e-filing.

Any suggestions - One Lacerte tech told me I needed to paper file but that would involve about 75-100 returns and that can't be right.  Needs a fix!

[itonewbie]

Intuit has acknowledged that it's a bug and their engineers are working on a fix.

[scheunemanncpa]

Social security is not on a 1099-misc/nec.  The withholding goes in the tax withheld section in the same screen as where you enter the social security income

[itonewbie]

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@scheunemanncpa wrote:

Social security is not on a 1099-misc/nec.  The withholding goes in the tax withheld section in the same screen as where you enter the social security income

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@scheunemanncpaThat'll trigger a critical diagnostic if you try to e-file.  That's why others are complaining and what Intuit's engineers are fixing now.

[sjrcpa]

https://proconnect.intuit.com/community/lacerte-diagnostics/54795/ta-p/118127

[Becky-Aurora]

That's how it used to be but when you enter the w/h in the Social Security screen you will get a diagnostic telling you to enter it in the Misc. 1099 screen.  See Intuit note right above where you normally would enter w/h on the S.S. screen

[George4Tacks]

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/entering-social-security-...

[PhoebeRoberts]

 

Voluntary federal income tax withheld (SSA-1099/ RRB-1099)

Social Security Benefits

Screen 14; Code 38

Enter any federal income tax withheld from an SSA-1099 or RRB-1099 in this field.

NOTE: Do not use the “Federal income tax withheld [A]” field (codes 14 and 64) in this screen to enter SSA-1099 or RRB-1099 withholding any longer.