I received an IRS notice of error on the return I completed here. Is anyone available to review my return and spot what I did wrong?

Forum|Forum|1 month ago
May 23, 2026
1 reply
236 views

The notice claimed my social security benefits were calculated incorrectly. A second notice claimed I contributed more to my IRAs than allowed.

TurboTax Online

SteamTrain

Level 15

@tgsmith45

1) IRA contributions you must have actual working income (w-2 or self employed net profit) before you can "contribute" to an IRA. Transferring funds from one IRA, (or retirement account) to another IRA should not be entered as a "contribution" if that's what you did.

2) SS. Check line 6a and 6b of yore form 1040. If you were living in the USA during 2025, there was a question after the main SSA-1099 entry that asked if you lived in certain foreign countries if you went thru too fast and answered "yes" when you should have said No...then that "yes" puts $0 on line 6b when it should not be. Thus you may have to pay the IRS back for that mistaken entry.

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Yes...TTX does need to clear up the software for that situation for SS in #2...to double check any YES answer and avoid many who made that mistake....either that or aet the "No" answer as the default.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Mike9241

Level 15

@SteamTrain I quite agree. TurboTax needs to clear this up. There are too many taxpayers getting notices that they now owe or their refunds have been reduced because of this issue. I think the default should be "no" and a warning on the next page about Social Security being taxable unless the taxpayer was a resident of one of these countries, with a checkmark required by that country before the taxpayer can proceed to the next page. Not yes or no

Mike9241