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Level 1
posted Jan 22, 2024 4:37:06 PM

Earlier Year Lump Sum SS Ws - "Check This Entry".

Last year's AJI was $201, 300.
Our last year's taxable SS benefits was $40,175.
The program flagging this as "check this entry", and "...should not be more than $10105, 85% of the sum of Line B (which is zero), earlier year total SSA (earlier year total SSA was $47265) and RRB (RRB?) benefits for taxpayer and spouse."

My entries are correct. The program appears to not recognize that.  

???

0 1 276
1 Replies
Expert Alumni
Jan 23, 2024 6:48:33 AM

In order to try to help you work through this situation, which does appear to be inaccurate, it would be extremely helpful to have a diagnostic copy of your tax file.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.  If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.

 

Use these steps if you are using TurboTax Online:

 

  • Sign in to your account and be sure you are in your tax return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

 

If you are using a CD/downloaded version of TurboTax, use these steps:

 

  • Select Online at the top of the screen.
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.