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Lots of users made a mistake after entering their SS benefits. The next screen asks if you had income in a foreign country. If you answered incorrectly or skipped the screen, your taxable SS did not go to line 6b on your Form 1040, which caused a problem. If the IRS already corrected the problem, you just need to pay the additional amount of tax due. Look at your Form 1040. SS income is on line 6a. The taxable amount should be on 6b. Is 6b blank?
Lines: 6a = 47,146 6b= 40,082 ( 85% of income taxable)
Apparently the percentage of taxable income was less since I received a refund.
I am not sure what our taxable income is for our social security benefits
85% of 47,146 is only 40,074. So that is less than 40,082. How much refund or tax due (line 35a or 37) was on your original return? How much extra refund did you get? It’s possible the IRS reduced the taxable amount of some other income like on 1099R lines 4b or 5b.
If you use TurboTax for your 2025 tax return, you do not do any calculations for SS. You just enter the SSA1099 and let the software do its job. TurboTax will do all of the calculations and determine how much of the SS is taxable.
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
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