turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

okeykwon
New Member

How can I correct the SS benefits taxable in my 1040-SR?

SSA tax expert told me I have to correct my and my wife's SS benefits of our 1040_SR form to a taxable income.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

How can I correct the SS benefits taxable in my 1040-SR?

On the screen following the entry of the SSA-1099, answer NO when asked if you lived in any of the foreign countries listed.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

BillM223
Employee Tax Expert

How can I correct the SS benefits taxable in my 1040-SR?

Are you saying that you entered yours and your spouse's SS benefits in the Social Security interview (see DoninGA's post above), and that TurboTax calculated the wrong taxable amount?

 

As you may know, we in the Community cannot see your tax return, so we are not really sure of what you are talking about.

 

Please provide us more detail and some context.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How can I correct the SS benefits taxable in my 1040-SR?

Did you already file and the IRS corrected it?   The Foreign Country question was missed or answered wrong.   

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No for each spouse.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question