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Get your taxes done using TurboTax
I have spoken to Turbotax tax experts, Turbotax CPA, Turbotax technical person, as well as someone at the IRS. All agree that the the unemployment waivered amount should not be included in the calculation for taxable social security. By adding the non taxable unemployment in this calculation it effectively takes away or greatly reduces the waiver. A representative from IRS told me that the tax software companies have not updated their software to account for this in their social security worksheet, line 3.
‎April 2, 2021
8:00 AM