@deOldphart wrote:
(Using the downloaded version of TT if that matters.)
@deOldphart
Yes, using the download TurboTax software matters very much. The person who posted the original question was using TurboTax Online (according to the tag below the question). There is no forms mode in TurboTax Online, so there is no way to check the box at the top of the Social Security Benefits Worksheet. The Step-by-Step interview does not offer the option.
So simply not entering the box 5 amount works for everyone. Checking the box on the Social Security Benefits Worksheet only works for someone who is using the CD/Download software.
