DM103
New Member

Get your taxes done using TurboTax

Last year, the IRS corrected line 6b on my TurboTax Return to show $0 Social Security taxable amount.  The only thing I can figure is that the calculation in TurboTax includes both my Social Security Benefit and my spouses, X .5 + other income.  That resulted in a Social Security taxable amount.   Which the IRS corrected.

 

However, if I calculate it on an individual basis, as it dictates on Notice 703 (on the back of Form SSA-1099 Social Security Benefit Statement), neither I nor my spouse owe taxes.  

 

It seems to me that Turbo Tax may need to be tweaked.  I'm not the expert here but there is definitely a difference between the IRS and TurboTax are calculating it.