tsaiclops
Returning Member

Incorrect calculation - Social security benefits worksheet line 3 includes the excluded interest from EE bonds (sch B, line3), which is incorrect. Shouldn't it only include 1040 line 2b?

When I click on "data source" for the social security benefits worksheet line 3, the amounts listed seems correct.  It doesn't include the excluded interest from EE bond.  However, this doesn't add up to the calculated amount on line 3 the amount turbotax puts in line 3 includes the excluded interest - so I think there is a calculation bug in turbotax.  Can you confirm and provide a fix?