Is your Social Security Benefits Worksheet calculating correctly? You calculated $8,852. I p/o worksheet & hand calc $6,663.85 based on same figures, diff of $2,188. Why?

[bobalou_lisa]

Based on same figures, I came up with a lower amount calculating by hand on the actual worksheet.  Is your system not calculating correctly?

Box 5 from SSA-1099 = $21,456

Combined amounts lines 7-19 = $35,253, no line 8b amount

lines 23-32 = $1,200

Married filing jointly

No lump sum election from prior years

[KatrinaB · Accepted solution]

Did you have anything on line 21 (other income) of your Form 1040 that could have made the calculation higher?

[Edited 02.20.2018 I 5:52 PM]