Hello: Thank you for your quick reply to my dilemma, apologizes for my delayed response. After downloading all the appropriate TurboTax worksheets, I completely understand and agree with your response to my inquiry. However, the worsheets exposed the real underlying problem, the calculation of line 3 on the Social Security Benefits worksheet. Using the TurboTax generated 1040, the total I come up with on all the lines listed is $3,256 higher than the total entered on the worksheet. This difference is what is throwing off the end result on the taxable portion of my Social Security entry. I'm not sure where to go from here as I don't think any of the entries can be adjusted. I appreciate your help with this.
