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Retirement tax questions
FINALLY, a solution to this problem.
I've been working on this problem for almost 4 weeks now, a call to TT customer service yielded no solution, got a case number and everything, been waiting for an update to fix, but nothing until now. A bit frustrated to say the least.
1. What I found out was this SS entry problem only occurred on a return that I transferred/imported last year's (2023) information into. If I just started a new return, the SS entry function in step-by-step worked fine, but what good is that?
2. I did use supporting details in 2023, and I did see that it appeared in the SS form (Social Security Benefits Worksheet), but I didn't know I should have deleted it first and go back to step-by step. Instead I made manual entries in SS form. Everything populated correctly, but step-by-step didn't work. What happened when I tried Update SS, it went to the screen asking about foreign accounts, still did not get the entry screen.
3. I also noted that the SS/Railroad benefits for 2023 box was checked.
4. Deleting the SS form then going back to step-by-step to update SS was best for me. After selecting supporting details and making some manual entries, the SS update still didn't work.
So, if this has been happening for a while (2023 was my first year for SS) now, why hasn't it been fixed? and/or why isn't the solution available to the customer service people when you call in?