@2005macaj#05 wrote:
Yes, I filled out a Social Security Benefits Worksheet myself on paper? . . . Since I have been doing our own taxes until last 2 years, I have completed the SS worksheets, but no matter what amounts I use, cannot reconcile with Turbo's amount.
What worksheet do you use? There are different worksheets for calculating taxable Social Security benefits for certain situations. There is a Social Security Benefits Worksheet on page 30 of the 2020 IRS instructions for Form 1040, but on page 27, in the right column, there is a list of situations in which you cannot use that worksheet. Do any of those situations apply to you? "Worksheet 1. Figuring Your Taxable Benefits" on page 16 of IRS Publication 915 covers one of the exceptions in the Form 1040 instructions, but "Which worksheet to use" on page 6 of Publication 915 lists situations in which you cannot use Worksheet 1. The Form 1040 instructions and Publication 915 tell you how to calculate your taxable Social Security benefits if you cannot use either of those worksheets.
