Problem: On the page "Tell us about your 2016 Income", I entered my "Taxable" income that appears on our 1040 for 2016. I also filled in the AGI and like I mentioned before, we did not have any taxable interest. All numbers came directly from our Form 1040 for 2016.
Once I do this for each of the 3 years, I get 3 errors with Smart Check. Here is what the error says:
"Earlier Year Lump-Sum Social Security Ws (2016): Earlier year taxable social security benefits for taxpayer should not be greater than zero." (Note: I am getting this same error for all 3 years)
Those are the only errors I am receiving.
Is this possibly an issue with Turbotax? Is there a number I can call that I can call to determine if this an issue?
Update: I just spoke with a Turbotax Tax Expert (CPA) on the phone and after several people and much finagling, it was determined that I was completing this section wrong. The above replies are inaccurate so do not follow them. I had to do everything differently than what the above experts told me. If you to have this issue, I would recommend contacting Turbotax and working directly with their staff to resolve the issue. There was no charge for this service.
However, I'm now paying the IRS another $3k!!
Lesson Learned: Don't always listen to the replies you receive. I'm not convinced they were wrong nor that the person I was speaking to was correct, but I think I will contact a local tax expert and have them review everything. This is the first year out of 20+ years of using Turbotax that I am highly dissatisfied with their software.
