VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Get your taxes done using TurboTax

Sorry, Turbo Tax is doing it right.  This is a common misunderstanding. If you are both over 65 and in the phaseout amount, the 6% reduction is subtracted from EACH spouse's 6,000 effectively making it 12%.


It is phased out for EACH spouse. Fill out Sch 1-A yourself and see. It's pretty easy. Then why would they even have 2 lines 36a and 36b for spouse on Schedule 1-A?


IRS Schedule 1-A
https://www.irs.gov/pub/irs-pdf/f1040s1a.pdf


See IRS instructions for 1040 line 110
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

 

SS 6000 IRS JT.jpg

 

SS 6000 IRS.jpg

 

 

View solution in original post