TT calculated 0 taxable on 54k SS in line 6b. The IRS seems to think that t should have been 44k. I didn't notice this before filing and TT didn't flag it in the checks that it does. Now I have to file an amended return to the IRS as well as the state of Minnesota. Tell me why I pay TT for this?
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Please file a claim under the TurboTax Tax Accuracy Guarantee. This will give TurboTax a chance to review the letter and to investigate if there should be any reimbursement (generally only for any penalties and interest).
This year many people have been incorrectly answering the question that asks if they are an US citizen living outside of the US, resulting in their tax return underreporting the taxable amount of Social Security income.
Starting in 2024 there is a new question 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?
Also check if you ssn is valid for employment under My Info or Personal Info. That can affect many things. Needs to be yes.
Before you file your tax return you should always review and compare it line by line to the prior year to check if the amounts look right and you have the same items on each return and on the right lines. Then you would have seen 1040 line 6b had zero taxable Social Security and you could have questioned it. Especially if some was taxable last year.
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