Retirement tax questions

Had the same thing happen.  Unfortunately, I have depended upon TurboTax for many years and just assumed that a check of the return at the end of the operation would pick up any discrepancies.  It did not and allowed $0 for the part of my Social Security that should have been taxed at 85%.  I efiled looking for my big refund, but credit to the IRS, they put it through their computers and it became $470.  I don't think it makes much sense to require my double checking the return before filing, especially when I paid to have it done.

 

Time to move on.