turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Colector
Returning Member

Social Security Taxable amount

Turbo Tax incorrectly calculated my taxable amount of our Social Security income. Turbo Tax is ~$1100 less than the calculated amount using IRS Pub 915 worksheet 1. Now the IRS wants $140.00 more in taxes. 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

Social Security Taxable amount

For what tax year?    If you are talking about 2020----let the software do the calculations-----almost everyone messes up that worksheet on the back of the SSA1099.   Enter your SSA1099 exactly as it appears.

 

Or did you get a letter from the IRS about a different year?

**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.**
Colector
Returning Member

Social Security Taxable amount

It was for tax year 2019.  When I use IRS Pub 519 worksheet 1 it calculates was IRS said it should be.

Colector
Returning Member

Social Security Taxable amount

I got a letter from IRS saying that I owed more taxes because my adjusted Income was incorrectly calculated.

Social Security Taxable amount

I RECEIVED A LETTER FROM THE IRS/STATE

 

 

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

 

(what the letters from the IRS mean)

I GOT A LETTER FROM THE IRS   

https://ttlc.intuit.com/questions/3605673-i-got-a-letter-or-notice-from-the-irs

 

 

I AM BEING AUDITED

If you purchased Audit Defense:

https://ttlc.intuit.com/questions/2924451-i-bought-max-or-audit-defense-and-now-i-m-being-audited

 

AUDIT SUPPORT

 

TurboTax has a special phone number for help with IRS/state tax letters, which will be easier than going through regular Customer Support.   At the page below, click on the blue button that says "Get Help from TurboTax Support".  Then it will ask you what tax year is your letter.  Then it will ask you what the letter concerns. Then it will show you the phone number during posted business hours.

https://support.turbotax.intuit.com/irs-notice/audit-support/

**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.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question