Although I used TurboTax and have verified all the entries, after much IRS correspondence, they claim my return failed to correctly calculate tax on Social Security. Many, many others here and all over the internet have reported this same problem and claim that it lies within TurboTax. My TurboTax contact for guaranteed accuracy now instructs me to recheck my SSI statements and entries (for the umpteenth time, and still correct) and get into a dispute with the IRS because TurboTax is right and the IRS is wrong. If the disagreement is between the IRS and TurboTax why put me in the middle? Both organizations know this issue exists.
One would believe that tax professionals in both organizations could resolve this and leave the innocent users out of the dispute. At the same time, the government shuts down and communicating with the IRS is nearly impossible.
My solution: Pay the additional taxes the IRS claims I owe. Search for a more accurate tax filing program for 2025. Put TurboTax on my not recommended software list. Spend my time dealing with organizations which are accurate, productive, and helpful for the dollars I give them.
