@JosephF8 wrote:- As noted The Credit for Excess Social Security flows to Line 18d
This is the issue, it seems Turbotax is not populating Schedule 3 to get this value. I see the same behavior as the OP, the software is telling me the overpayment will be applied, however there is no change in calculations. Digging further, I found that Schedule 3, Line 11 is empty.
