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Level 2
January 23, 2026

This issue is resolved

  • January 23, 2026
  • 1 reply
  • 8 views

Line 3 of the SS Benefits Worksheet is including excludable interest on US I Bonds (form 8815).  The interest excluded is not shown on 1040 Line 2a, but is added in via an internal program error,  The excludable interest that is claimed on 8815 is not to be included included in 2a because it is removed from income.

 

 

The Turbotax calculations are correct.  This issue is resolved.

    1 reply

    Level 2
    January 23, 2026

    I have edited my previous message.  This reply can be deleted.