My computer is using Windows 11. My TT updates every time I load the program.
I used the TT directory to choose to update the Social Security section of our taxes.
I entered the information on my husband's SSA-1099. The entry had NO effect on our tax refund, even though his SSA benefits are not taxable AND he paid nearly $ 1,800 in voluntary federal tax payments.
I checked the Social Security worksheet. It is locked. It has Benefits amount entered. At the bottom...with no other lines completed...the form concludes that 50% of the benefits are taxable. This incorrect according the the information sheet the SSA sent with my husband's 1099. I can't manually change this form.
I also checked our 2021 tax return and the same problem exists on that worksheet.
Since his SSA benefits are not taxable, there should be a "feedback" calculation where the $ 1800 in withholding is added to the total tax paid. As I stated earlier, when I entered the federal withheld tax amount in the form and saved it, there was no change in the estimated tax refund.
It appears that I will have to amend our 2021 tax returns to correct this error.
