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wttm2003
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I want to see the calculations used to determine the taxable amount of my social security benefits. This should be in a worksheet.How do I find this worksheet?

can i see worksheets that are created by turbotax online?
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2 Replies

I want to see the calculations used to determine the taxable amount of my social security benefits. This should be in a worksheet.How do I find this worksheet?

The Social Security Benefits Worksheet will have that information.  You will need to access Print Center and select the option for all worksheets.

 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

 

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2024 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

I want to see the calculations used to determine the taxable amount of my social security benefits. This should be in a worksheet.How do I find this worksheet?

@wttm2003 

 

Also, was $0 reported on line 6b of your "already-filed" form 1040, and the IRS is complaining now that it was underreported, and should be a positive amount?

 

If so, that appears to have been an issue for a number of folks who either skipped a question during the entry of their SSA-1099, about living in certain foreign countries during 2024......or answered Yes when they should have said No.

____________

IF that is your situation...exactly what date did you file?

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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