Mom died, last social security check was returned, then paid to me. I have ssa-1099, entered box 5 into turbotax, it shows that 100% is taxable rather than the 85%. Why?

Box 5 shows on income summary on TurboTax at the full amount. Soc Security worksheet that i did manually shows that only 85% should be reported as income. Will TurboTax adjust this downward, because it hasn't yet and is calculating refund based on 100%.

237

Intuit Alumni

Jun 1, 2019 1:48:18 PM

You can't go by the Income Summary. Look at your 1040. It is on Lines 5a and b.

To view your 1040 form, follow these steps:

Sign in at TurboTax.com and select the blue Take Me to My Return button, if you haven't already done so.
On the welcome back screen, select Tax Tools from the menu on the left side of your screen (click or tap the 3 lines in the upper-left corner if you don't see this menu).
Select Tools, and then select View Tax Summary
Preview my 1040 under Tax Home (sidebar)
Click Back near the top of your screen to exit the preview screen.

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Mom died, last social security check was returned, then paid to me. I have ssa-1099, entered box 5 into turbotax, it shows that 100% is taxable rather than the 85%. Why?