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Returning Member
posted Nov 22, 2022 6:44:02 AM

I discovered a TurboTax error on my filed 2021 return. Will TurboTax charge me to review my return to verify error? Is there a phone # to speak to an actual person?

The program included my business income on the Social Security Benefits Worksheet, which caused his benefits to be taxable.

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2 Replies
Level 15
Nov 22, 2022 7:09:57 AM

On the Social Security Benefits Worksheet the amount from Form 1040 Line 8 is entered on the Worksheet Line 3.

The Form 1040 Line 8 amount is from Schedule 1 Line 10 which is the total of Lines 1 thru 7 and 9 of Schedule 1.  Line 3 of Schedule 1 is the amount of self-employment business income or (loss) from Schedule C.

Self-employment income or loss is required to be entered on the Social Security Benefits worksheet.

 

Go to IRS Form 1040 Instructions on page 31 for the Social Security Benefits Worksheet - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=31

 

IRS Form 1040 Schedule 1 - https://www.irs.gov/pub/irs-pdf/f1040s1.pdf

Level 15
Nov 22, 2022 8:12:18 AM

If you file a joint return then all the income from all sources are used to determine how much of the SS benefits are taxable ... the program handles this correctly.  Up to 85% of the SS benefits can be taxable.    And if you file separate returns then  85% of the SS benefits are taxable on the spouse's separate return ... so filing separately will not keep the SS from becoming up to 85% taxable.