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Retirement tax questions
OK, starting from scratch - I am using TurboTax 2023 Deluxe Fed+State on a Windows 10 desktop PC
1) I just downloaded the latest IRS 1040 instructions and printed the instructions for Lines 6a, 6b and 6c on pages 30 and 31, and the Social Security Benefits Worksheet -- Lines 6a and 6b on page 32.
2) I then filled in the requested figures from my TurboTax generated 1040-SR.
3) The worksheet on line 18 showed that I should enter the taxable amount of $6,196 on 1040-SR line 6b.
4) TurboTax calculated the taxable amount that it entered on line 6b as $3,869.
5) The IRS Interactive Assistant (ITA) using the sane input figures showed a taxable amount of $6,195
6) For sake of comparison I purchased the H & R Block 2023 Deluxe Fed + State which I installed on the same Windows 10 desktop
7) The H & R Block returned a taxable amount of $4,798
😎 Both TurboTax (4/17-2024) and H & R Block (4/18/2024) had the latest program updates installed
9) The exact same figures from my TurboTax generated 1040-SR were used in all three trials
10) I was the IT manager for an auto dealership group for 22 years and can certainly identify when calculated results from the same set of data points are varying to this degree that something is amiss, especially when the agency charged with enforcing the law comes up with the same results via two different input methods. I still suspect that something is wrong. I'm concerned that your advertised guarantee of error free returns might have a problem.