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@rmilling3165 wrote:

Now it appears the IRS is saying his social security should not have been included in his modified adjusted gross income (and per my research on the IRS website this appears correct. He is getting a refund for his net investment tax of $316.


I wonder what is going on, exactly, because the TurboTax calculation appears to be correct according to the Form 8960 instructions for Line 13.

 

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