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john6705
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i r s changed my refund from 5173 to 840,00 turbo tax did return puting a 0 under ss tax is that why

 
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3 Replies

i r s changed my refund from 5173 to 840,00 turbo tax did return puting a 0 under ss tax is that why

You mean they changed the taxable amout of Social Security on 1040 line 6b from 0 to an amount?

 

For the Social Security, you get 0 on 6b if you didn't answer the Foreign question right. Or if the amount on 6b is too low and you are married you answered it wrong for one spouse.

 

Starting in 2024 there is a new question asking if you lived in a foreign country. People were answering it wrong or skipping it. Go back through the Social Security entries and check, check for each spouse if married. If the IRS adjusted your return you do not need to amend.

 

Check the top of the Turbo Tax Social Security Worksheet. There is a box to check if you lived in a foreign country.

i r s changed my refund from 5173 to 840,00 turbo tax did return puting a 0 under ss tax is that why

 In the Social Security section for entering a SSA-1099 there was a section that asked if you lived in any of the foreign countries listed.  If you indicated Yes then the SS benefits would not be taxed.  Go back and amend your tax return so that you select No.

 

See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

i r s changed my refund from 5173 to 840,00 turbo tax did return puting a 0 under ss tax is that why

We have seen quite a few users who made a user error after entering their SSA1099.   On the screen just after the entry screen for the SSA1099, you were asked if you lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, your Social Security was not taxed correctly--leading to the problem you are now experiencing.   

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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