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Retirement tax questions
I have had the same problem for the last week Feb 13, 2024 thru Feb 19, 2024. I have spoken to TT support at least 5 times about the same problem with no solution. Total time on the phone 6 hours +. After reading all the comments I figured out what was wrong. My 2023 tax return had supporting documentation for the social security inputs due to the fact that I have both US Social Security and both Canadian Canada Pension and Canada Old Age Pension. US Canada treaty allows me to pay no taxes on the Canadian Pensions as long as I declare them on the US 1040 in the Social Security section. The supporting documents contained all the dollar inputs and they were zeroed out when I imported the 2023 into the 2024 . So even though in forms I have a sold 0 total when I clicked on it I got the supporting documentation window so that I could enter all the new dollar amounts for SS pensions and the Canadian pensions. The supporting window then totaled them all up and updated the forms window. After that you can add Medicare deductions, Fed income tax etc. All very logical but not intuitive and certainly not understood by TT support.