tjug796
Returning Member

Retirement tax questions

I very much appreciate your help with this.  If you will be so kind as to look at the below summary for the last few years you will see that something is drastically different in how the Social Security Benefit Subtraction flowed through this year vs. previous years.

 

2020

Federal AGI - $44,450

Form 1040-SR - line 6b - $12,672

Social Security Benefit Subtraction - $4,090

 

2021

Federal AGI - $47,931

Form 1040-SR - line 6b - $14,301

Social Security Benefit Subtraction - $4,130

 

2022

Federal AGI - $52,644

Form 1040-SR - line 6b - $16,788

Social Security Benefit Subtraction - $4,260

 

2023

Federal AGI - $58,466

Form 1040-SR - line 6b - $19,967

Social Security Benefit Subtraction - $19,967!!!!!!!!!!!!!!!!!!

This matches line 6b when it has always matched the MN Dept of Rev "Max"

 

This was filed in February and MN Dept of Revenue just sent a correction letter and they added back the $19,967 to taxable income, which is why I am having to dig into this.  

 

I appreciate your expertise and input.