I already know all that you explained above as I prepared taxes for over 30 years before I retired from a CPA firm. The fact is taxable social security wages are not carrying over to the taxable colu...
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I already know all that you explained above as I prepared taxes for over 30 years before I retired from a CPA firm. The fact is taxable social security wages are not carrying over to the taxable column at all! And as I explained in my original post, I wasted a lot of time figuring out the reason why & posting it to help others. Turbo tax actually changed my no answer to a yes when doing the final calculation, regarding whether I lived abroad at any time during the year. Obviously there is a huge problem with this particular question, set to default to yes rather than no, as there is a huge number of people posting having this problem on many different sites & not knowing how to fix it! And I'm sure many people do not review their returns and just rely on Turbo Tax running its check and showing no errors. I had no errors when I ran my check, but always review my returns as everyone should do. Many people are in for a huge shock when they get a tax notice from IRS showing they owe a huge amount of taxes due to the social security taxable wages not carrying to the taxable column on the return. Its such a huge problem, with all the postings, and the fact that Turbo Tax does not make a change to the program to change the default to no, it makes it seem that Turbo Tax is trying to create this problem so more people are forced to use the expert version! I've used Turbo Tax for 8 years & had no problems the first 6 years (and recommended many people to use this tax program). Last year, was the first year with a big Turbo Tax problem because my return was changed to the expert version without my knowledge or approval nor any notification! It was not until after I ran the calculation with no errors, it wanted to run an expert check in order to file the returns! I called & spoke to a manager & they said they could fix it but I would have to completely redo the tax return. I did not want to do that so I was refunded the difference on what I should have to pay without expert advice. Then I called TurboTax support to get my file changed back to the version I had always used in the past, without expert advise for 2026. After U explained what happened last year without my knowledge or approval, I was told by the expert that Turbo Tax changed everyone's returns last year without any users knowledge or approval nor notification! And now this year, with this question on whether you lived abroad anytime during the year, set to default to yes (also confirmed by a Turbo Tax Expert) instead of no is not a good tactic for Turbo Tax trying to generate more income for itself. TurboTax has always had high ratings in the past & I agreed with those ratings. But I'm becoming skeptical on recommending anyone to use it now unless you have experience in preparing tax returns. But TurboTax has built its business on being user friendly even to those who do not have experience. TurboTax PLEASE go back to what you you've been known for in all years prior to 2024, a great tax service.