MA1955
New Member

Retirement tax questions

The question about foreign residency for the spouse of people that chose married filing jointly regarding income from Social Security benefits is problematic. 
The initial question is fine, as it is clearly asking about the 1st person and a Yes/No response is appropriate.

The next question regarding the spouse is worded in such a way that it has led to a number of people getting IRS letters stating an error was made in calculating the taxable amount of Social Security income.

Instead of asking if the same answer applies for the spouse, and that yes/no response leads to an error that could have been avoided by asking the same specific question as was used for the first person, word or code the programming more clearly. Yes response meant yes it’s the same answer. Not, yes the spouse lived in a foreign country! 
How many others were impacted by this?