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Get your taxes done using TurboTax
I'm having the same error show up. I'm ready to file, but Turbo Tax keeps directing me back to the caculation for taxable social security benefits based on receiving a lump sum benefit in prior years. The message is:"Earlier year taxable social security benefits for taxpayer should not be more than $12471, 85% of the sum on Line B, earlier year SSA or RRB benefits for the taxpayer and spouse." Line B is the adjustments/exclusions claimed. However, the 85% should apply to social benefits, not adjustments/exclusions. I've gone through the Earlier YearTax Return Smart Worksheet in TurboTax and everything checks out, but I keep getting the error.
‎February 16, 2026
12:34 PM