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Retirement tax questions
May 2025. I reviewed my completed 1040 with on-line TT. I saw line 6a SSA-1099 amount with zero taxable. TT calculated a big refund. Why would I question you? IRS sent a letter with some SS taxable and a bill plus interest! TT live call said he would check and call me back. A brief text reply from him said I answered a question that I lived in a foreign country that is why no SS was taxed. He said I should call Max Audit. They are only for IRS audits. HUH. I cannot find a worksheet for line 6a.
Your old answer to this thread says we do not need to calculate taxable amounts because TT does it for us.
May 20, 2025
11:12 AM