Retirement tax questions

I would check with him to see why you are getting 0 on Turbo Tax.  You must be entering some income wrong.  Are you getting the right taxable amounts for your IRA and pensions on lines 4b and 5b?

 

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.

 

Before filing,  You can preview the 1040 or print the whole return

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