IRS calculates taxable Social Security benefits differently from TurboTax

[SteamTrain]

@TurtleToo 

One thing you might try, other than getting the Desktop program as @rjs suggested?

If you already have a copy of your Full TTX  tax return, with all the worksheets as a PDF file, then you could print out just the TTX  SS worksheet in that PDF.  That worksheet contains all your current values, and you would manually add-in the income you apparently missed (lines 1-thru-4 or other lines) then go thru the calculations in any of the lines that follow to see what changes to see if the final result on line 20 approaches what the IRS thinks it should be.

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If you do not have the TTX SS worksheet, you'd have to get back into your tax return using the "Add a State" selection (you won't have to actually add one)...then go to the Print Center and download a NEW copy of your tax file as a PDF...BUT, you need to make the selection to include all the worksheets so that the TTX SS worksheet is included.  Then get out of there....DO NOT actually change anything in your tax file.  You don't want to mess anything up until such time as you decide you truly want to start an "amended" tax return.  (If you do end up doing that, you have to start the actual amendment process before you make any changes)

[TurtleToo]

You're a genius.  Luckily I did my 2022 taxes with the PC version.  I launched the app and added the income that the IRS found.  I recalculated the tax owed and printed out the PDF of the new return and worksheets.  The taxable portion of SS now matches what the IRS calculated.  Also, the IRS does not require me to file a 1040X.  I just have to pay the additional tax owed within 30 days.  Thanks so much for your advice and help.

[alex 4]

I also received a letter from the IRS for underpayment of my social security taxes.  The glitch in the TT software combined my wife's income as mine and as a result capped the social security taxes and underestimated my tax liability.  The glitch is present in both the 2022 and the 2023 software.  TT's reply is that i made the mistake of not properly identifying my wife income as hers but I've been doing my taxes for the past 40 years and never had that issue and I know for a fact that when I reported my spouse's income as hers and not mine.  TT is trying to avoid this liability by blaming it on the user when in fact it is a software error that should have been admitted and not denied to avoid paying interest and penalties assessed by the IRS.  I will never ever use their software again as they caused me more distress and i'm pretty sure millions of others similar to my situation. 

[VolvoGirl]

@alex 4   I think the IRS is saying you claimed paid excess Social Security tax.  Check 1040 Schedule 3 line 11 which goes to 1040 line 31.  Do you have an amount there?  That will happen if you enter both spouses W2s under the same person.   You only get excess SS back if one person had more than 1 employer and those employers took out more than the max.  For 2023 the max for Social Security is $9,932.40 on $160,200 of wages (160,200 x 6.2%).

THEN when you do 2024 next year, if you transfer over from 2023  you should delete ALL the W2s and re-enter them from scratch making sure to assign them to the right spouse.