JohnB5677
Expert Alumni

Get your taxes done using TurboTax

Are you sure that you posted your Social Security Income?

 

To post your Social Security:

  • Start at Wages & Income
  • Scroll down to Social Security (SSA-1099, RRB-1099)
  • Select Edit/Add
  • Confirm that you've posted the social security.

If you only have Social Security income, I would not expect you to get a refund.

If you had other income from wages or a retirement account that you did have taxes withheld from, you may generate a refund.

 

You can preview your tax return by going to:

 

  1. On the menu bar on the left that shows.
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. On the popup menu
  5. Select View Tax Summary
  6. On the left sidebar
  7. Select Preview my 1040.
  8. Schedules 1,2&3 are included if you scroll down past your 1040.
  9. To return to the entry screens press Back on the sidebar.

Some key numbers on your 1040 tax return are:

Line 6a - Social Security

Line 15 - Taxable Income

Line 24 - Total Tax.

Line 25 d - Withholdings.

Line 26 - Estimated tax payments

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.

 

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