Get your taxes done using TurboTax

@syoung123 If you scroll down to the section of the instructions at the link that is titled "Line 7", you will see the text in the third paragraph that starts out "Caution....".

 

For line 3 of the TT Social Security Benefits worksheet: the amount in the TT instructions labeled "Schedule 1, line 9" instead should be whatever is entered in Schedule 1, line 7, along with any other relevant amounts from Form 1040. So it sounds like you are doing it correctly given the current (confusing) IRS guidance. I can't speak to the Form 1040 instructions except to note that they may have been written prior to the passage of the American Rescue Plan and subsequent IRS interpretation.

 

All that being said, am waiting to file for several more weeks to see if anything changes, either on the IRS side or TT programming side.