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Retirement tax questions
Hello: In response to your Saturday (4/20/2024) message I am going to apologize to you for a rookie mistake I made when I was calculating the value of line 3 on the "Social Security Benefits Worksheet" (both TurboTax and Federal). The dangers of doing detail work after midnight had me fat finger the values of 1040-SR lines 7 and 8 as additions rather than the subtractions they really are. It took me looking at the same forms 10 times before I saw what I had done. As it turns out the calculated value that TurboTax entered on my 1040-SR "Social Security Benefits Worksheet" line 3 was accurate. I am very sorry for any trouble this may have caused.
‎April 22, 2024
9:31 PM