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Social security benefits (6a) not shown?

@dendarstrand When you use do-it-yourself tax software it is your responsibility to check your own return to make sure you entered all of your income.   TurboTax cannot check to make sure you entered it all or check outside sources for you to see if it was entered correctly without typos.   

 

When you are entering income, you have a choice to let the software "Walk me through everything" or "I'll choose what I work on."   If you choose "Walk me through everything"  then it will eventually take you to a screen that asks if you had any Social Security.   If you skipped around then you cannot expect TT to know you had a SSA1099.

 

 

So....you did check and discovered that your SS was not entered.   But you checked after you e-filed.  The return can be fixed.   You will amend it using a 1040X after it has been processed.  

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Social security benefits (6a) not shown?

You might not need to amend.  Your SS might not be taxable.  Was any of it taxable on line 6b last year?  What is your 2023 AGI on line 11?  

 

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

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