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New Member
posted Feb 3, 2023 1:38:05 PM

How can I see the "Social Security Benefits Worksheet"?

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6 Replies
Expert Alumni
Feb 3, 2023 5:53:39 PM

You can see the Social Security Benefits Worksheet after you pay for TurboTax and print/preview your forms.

 

  1. Select Tax Tools in the left column
  2. Then Print Center
  3. On "TurboTax Print Center" tap Print, save or preview this year's return
  4. Pay for TurboTax. Then preview or print your forms

New Member
Feb 6, 2023 1:02:29 PM

I didn't find a tax tools on my left column.  Do you think this is because I only paid for the deluxe version?

Expert Alumni
Feb 6, 2023 2:53:28 PM

If you have entered Social Security Benefit in TurboTax, a Social Security Benefits Worksheet is created.

 

Depending on what version of TurboTax you are using you may find the Worksheet while in Forms Mode (this is for the CD/Download version) by clicking on Forms in the upper right corner of the screen.  Look for Social Security in the list of the forms.  

 

Try entering Social Security Worksheet in the TurboTax search bar.

 

If you are using the online version, the worksheet can be printed after you have paid for your return.

 

A blank copy of the worksheet can be found in the IRS Instructions for Form 1040. 

Click here for a blank Social Security Worksheet Form.

 

Click here for information on Turbo Tax Support, if you can not locate your Worksheet.

 

Level 2
Feb 2, 2024 11:09:43 AM

Decided to start a new thread.  Don't know how to delete this one 

 

Looks like a great thread to pose this question rather than starting a new one.  Now working on 2023 taxes.  During the interview process I enter the SS information requested.  When I look in the Form view and look at the SS worksheet, the information in lines A-H and line 1 is correct.  Lines 2-19 are blank.  There is an amount in line 20.  When I print the worksheet and complete the form by hand, I get a smaller taxable income amount.

 

Why are most of the lines in the worksheet blank?

Expert Alumni
Feb 2, 2024 4:46:40 PM

To clarify

did you click DONE WITH INCOME and finish the interview? 

 

Lines 2-19 should not be blank but the program might be waiting until you are done entering all your income. 

 

Level 2
Feb 3, 2024 12:51:40 PM

Turns out that since I am making an IRA contribution, all the calculations are done on an IRA SS Worksheet.  When I looked at data source for line 20, it was clear.