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Retirement tax questions
I have filled in the SS Benefits Worksheet for both 2022 and 2023. My results of taxable SS benefits comes in much higher than TT calculates (if I use "total income" on line 3 of the worksheet) and is close to what the IRS claims the taxable amount should be. If, however, I use AGI on line 3 then my manual calculations using the worksheet are much closer to what TT calculates. I'd love to tell the IRS that TT is correct and the IRS is wrong. Any thoughts on using total income vs AGI on line 3 of the worksheet?
‎July 20, 2024
3:12 PM