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Retirement tax questions
thanks, but I re-calculated the 1040-SR Social Security Benefits Worksheet manually. I came up with a number that was $14K higher than the number entered by TT. I think that is what the IRS keyed in on but I won't know until I get the written response the IRS said they will send. According the Where's my refund IRS website, I went from a refund to a balance due, 25 days after I filed electronically with TT. If TT has a systemic problem with their calculation, that troubles me. The TT help chat is pretty worthless on this topic.
‎April 26, 2025
2:04 PM