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My tax return was accepted by the Federal gov't. Using 1040-SR, TTax did not assess a tax on SS. Was that a mistake?

Why was my tax return accepted and then IRS demands additional pymt.
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2 Replies

My tax return was accepted by the Federal gov't. Using 1040-SR, TTax did not assess a tax on SS. Was that a mistake?

USER ERROR WITH SOCIAL SECURITY ENTRY

We have seen a lot of people who made a user error with the entry of their SSA1099.   The screen right after you enter the SSA1099 asks you 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.   Look at your Form 1040 and see if line 6b was left blank due to that mistake.  The IRS is catching those mistakes and correcting them by reducing your refund or increasing your tax due.   It is really so important to read every screen slowly and carefully from top to bottom as you prepare your tax return to avoid errors.

**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.**

My tax return was accepted by the Federal gov't. Using 1040-SR, TTax did not assess a tax on SS. Was that a mistake?

@xmasbaby0 

 

Yeah , it's been happening often enough for the past two years.....such that the software folks should be programming the software to have the default set at NO.   Either that or a follow-up page after a YES answer asking if they REALLY lived in  a foreign country the prior year.... Moderators should railing on the software teams to do this.

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

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