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Level 2

Question

Social Security Taxable amount

Forum|Forum|5 years ago
January 25, 2021
4 replies
9 views

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.

Level 15

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.**

Level 2

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