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Retirement tax questions
This happened with my mother's 2024 tax return. She passed in Nov. of 2024 so was preparing her final return. The software did not calculate the taxable amount on her SS benefits. I didn't realize this until I received a notice from the IRS stating that there was an error on her 2024 return affecting "Tax on Social Security Benefit". I contacted TurboTax because I received a notice that my mother owed $52 for the TurboTax service. The "expert" stated there was no "glitch" in the software and that I probably failed to enter all tax income on the return. My mother only receives income from an IRA and social security. Nothing else. TurboTax their software is correct and followings the same tax tables as the IRS and that I should contact the IRS. They do not support their customers.