turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the W-4! >> Event happening NOW!
Close icon
Do you have a TurboTax Online account?

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

The IRS received my tax and now say I have no refund coming I would like to know why?

According to the IRS I have no return coming back. I thought there was no tax on social security!
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.

3 Replies

The IRS received my tax and now say I have no refund coming I would like to know why?

 After you completed entry of the SSA-1099 for the Social Security benefits received in 2025, there was a following screen asking you if you lived in any of the foreign countries listed.  If you selected Yes or skipped over this screen, the TurboTax program would not have calculated any taxes on your Social Security benefits entered on the Form 1040 Line 6a.  Resulting in a 0 being entered on Form 1040 Line 6b.

The IRS received my tax and now say I have no refund coming I would like to know why?

It is not true that Social Security is not taxable.   If you have other sources of income in addition to Social Security, up to 85% of your SS can be taxed.   If you owe tax now, it is likely because of a user error:

 

 

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.**
rjs
Level 15
Level 15

The IRS received my tax and now say I have no refund coming I would like to know why?

"No tax on Social Security" was a campaign promise that was not put into the law. There has been no change in the tax on Social Security benefits.


The IRS will send you a letter explaining why they reduced your refund. Did you get the letter? What does it say was wrong on your tax return? Does it say it's because of Social Security?


Did you enter your Form SSA-1099 in your tax return, or did you not enter it at all because you thought it was not taxable?


On the Form 1040 or 1040-SR that you filed, what are the exact amounts on lines 6a and 6b? If there is an amount on line 6a, and line 6b is zero, it is most likely because you made the error that DoninGA and xmasbaby0 described.


If Social Security was your only income for the year you do not have to pay any tax, and you should get a refund of any tax that was withheld from your Social Security benefits. Did you have other income besides Social Security?

 

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