What about on the actual tax return? Is it showing up taxable? Take a look:
- on the left side go to Tax Tools
- click on Tools
- Pop up box, click on View Tax Summary
- left side, click Preview my AL
Is the income being taxed or is it exempt in the return? If it is not showing in the return, then all is well.
Did you list her Social Security under the SSA 1099 or maybe the 1099-R? If it is under the SSA 1099, it should be pulling through exempt.
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