You should not be filling in the tax forms. You need to go through the program and enter the tax documents. The program will then transfer the taxable amounts and calculate the taxable Social Security. When you enter the 1099-R forms, it is very important to enter box 1 and box 2 amounts. The gross and the taxable. That difference will show up. Follow these steps:
Where do I enter my 1099-R?
Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?
Next, you state that you had money deducted multiple times. When you file your taxes, you have a choice to pay now or wait and pay an additional fee to have your fees taken from your refund.
- If you paid when filing, it should be a one time fee.
- If you chose to pay fees out of refund and refund did not go to Santa Barbara bank for processing, then TurboTax would have debited fees from your bank.
You can fill this form out for someone to call you regarding excessive charges and to get a refund.
@Rmailperson
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