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My 2024 tax return was corrected by IRS due to my social security income tax amount, I am not sure how to calculate the percentage of me and my husbands total ss tax

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My 2024 tax return was corrected by IRS due to my social security income tax amount, I am not sure how to calculate the percentage of me and my husbands total ss tax

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?

**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.**

My 2024 tax return was corrected by IRS due to my social security income tax amount, I am not sure how to calculate the percentage of me and my husbands total ss tax

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

My 2024 tax return was corrected by IRS due to my social security income tax amount, I am not sure how to calculate the percentage of me and my husbands total ss tax

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.   

My 2024 tax return was corrected by IRS due to my social security income tax amount, I am not sure how to calculate the percentage of me and my husbands total ss tax

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.

 

**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.**

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