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Level 1
April 21, 2026
Question

Social Security tax calculation

  • April 21, 2026
  • 2 replies
  • 1 view
The tax calculation for my social security tax is not calculating correctly

2 replies

rjs
Level 15
Level 15
April 21, 2026

Your post is very vague. Are you talking about the Social Security tax deducted from your pay, or in box 4 of your W-2, or do you mean the taxable amount of Social Security benefits on your tax return?


If you are talking about your W-2, what are the exact amounts in boxes 3, 4, and 7 of the W-2? What do you think is wrong?


If you are talking about your tax return, what is the exact amount in box 5 of your Form SSA-1099? What are the exact amounts on your Form 1040 or 1040-SR lines 6a and 6b? What do you think is wrong?

 

Level 2
April 21, 2026

https://thefinancebuff.com/social-security-taxable-calculator.html

 

Take a look at this calculator. 

Social Security will be taxes between 50% to 85%.  We cannot take that as 0 taxable income.

This is were the turbo tax failed to calculation properly.

DoninGA
Level 15
Level 15
April 21, 2026

@sureshbk After you completed entry of the SSA-1099 for the Social Security benefits received in 2025, there was a following screen asking you if you lived in any of the foreign countries listed.  If you selected Yes or skipped over this screen, the TurboTax program would not have calculated any taxes on your Social Security benefits entered on the Form 1040 Line 6a.  Resulting in a 0 being entered on Form 1040 Line 6b.