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Thanks so much for your very kind, thoughtful, and helpful reply.

 

Did download return and looked through all 18 pages for federal and state. No social security benefits worksheet was included. This and the fact that the taxable amount Turbotax included on line 6b was 85% of social security benefits (maximum amount taxable) makes me wonder if the calculation was even performed.

 

Any further thoughts on how to proceed would be much appreciated. Thank you!