Why is prior year SSA-1099 benefits missing from the prior year data, but the form is still listed in the document request list?

[IRonMaN]

Good question but is it a critical issue to complete this year’s tax return?

[Just-Lisa-Now-]

I havent really noticed, generally once someone is getting SS, it doesnt change, but maybe If you didnt remove the form, it still carries over, kinda like a W2 worksheet.

[MaChamp]

No, it's not critical to preparing the tax return. From an administrative and client standpoint it is a good review to see prior year figures. I don't need it to be critical for the purpose of the tax return. I just need to know if we are entering data correctly for the software to function as it should, or if there is an issue with the software.

[IRonMaN]

You didn't say where you were looking.  I agree that the amount should show up if you are looking at the two year comparison.  For the record, I haven't seen an issue with taxable Soc Sec benefits not showing up for me.

[BobKamman]

Was it taxable in the prior year?  If you're looking at the two-year comparison, I think it just shows the taxable amount, not the gross amount.