Drake Tax - 1040: No SS Benefits Entered - Note 123

Return Note 123 is generated when the taxpayer did not have any Social Security benefits.

This note is present on any return with a taxpayer and/or spouse that has reached the age of 62 that does not have a SSA 1099-SSA Social Security screen entered in data entry of the return. If the client has received a 1099-SSA form, the information can be entered on the SSA screen. If the absence of the form is correct, no further action is needed. The note will not prevent e-filing of the return, but will remain for informational purposes.