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tamplinj
New Member

How do I calculate value for box 6b when I only have boxes 2b, 4a, 4b, 5b and 6a filled in?

IRS Form 2024-SR
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How do I calculate value for box 6b when I only have boxes 2b, 4a, 4b, 5b and 6a filled in?

6b the taxable amount of Social Security?   You don’t.  Turbo Tax calculates it.  Is it 0 or bank?

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.

 

Did the IRS send you a letter saying is was wrong?  

There is a new question this year asking if you lived in a foreign place.  People have been answering it wrong or skipping it.  Go back through the Social Security entries.  And it is for each spouse.  So if you have a low amount on 1040 line 6b you might have answered wrong for 1 person.

 

You can go back into your tax return but be very careful not to change anything.  Click on Add a State to let you back into your return.  You should see this screen after you enter your Social Security and hit Continue.  What is checked Yes or No?  

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