Situation & goal:
- Benefits paid Box 3=0; (2020) Benefits Repaid Box 4=$5,000; Net Benefits for 2021=$-5,000
- TTax should (!) do an IRS Pub 15 "Repayments More Than Gross Benefits" calculation using TTax "Earlier Year Lump-Sum Social Security Worksheet" etc
-- Since repayment was over $3,000, that will lead to a decreased 2021 tax using what the 2020 tax would have been if the Lump-Sum had not been paid in 2020
Apparent bug(s):
- Interview mode:
-- If I enter Box 5 as $-5,000, TTax will warn then allow it, but then NOT continue to the question about Lump-Sums
-- Same is true for any Box 5 entry I try that is 0 or negative
- Forms mode:
-- I can then go to the SS "Benefits Worksheet" and there trigger a new "Earlier Year Lump-Sum Benefits Smart Worksheet" for 2020 and enter the $-5,000 in A, and fill B and two worksheets below
-- TTax says no errors, but leaves all calculated values 1 to 21 blank
-- Then, on the SS "Benefits Worksheet", all calculated values 2 to 20 are left blank
- Override attempt:
-- Even if I try overriding and doing every missing calculation myself, TTax won't let me carry those overrides to the 1040, so I can't file a return
Wait for an Intuit fix? Another workaround I hadn't tried?
