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loupadula
New Member

The IRS found an error in the calculation of taxable Social Security. How do I report this to TurboTax?

 
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2 Replies

The IRS found an error in the calculation of taxable Social Security. How do I report this to TurboTax?

Starting in 2024 there is a new question this year asking if you lived in a foreign place.  People have been answering it wrong or skipping it.  Go back through the Social Security entries.  And it is for each spouse.  So if you have a low amount on 1040 line 6b you might have answered wrong for 1 person.

 

You can go back into your tax return but be very careful not to change anything.  Click on Add a State to let you back into your return.  You should see this screen after you enter your Social Security and hit Continue.  What is checked Yes or No?  

 

Also check if you ssn is valid for employment under My Info or Personal Info.   That can affect many things.  Needs to be yes.

dmertz
Level 15

The IRS found an error in the calculation of taxable Social Security. How do I report this to TurboTax?

What the IRS refers to as a "calculation error" is simply a disagreement between the amount reported on your tax return and the amount that the IRS calculated based on the same information forms provided to the IRS that payers of income provided to you.  It does not mean that TurboTax made a math error, it generally means that you entered something incorrectly and the IRS caught your error that had resulted in an incorrect amount of Social Security income being shown as taxable on your tax return.  VolvoGirl mentioned one of the common entry errors that people have been making.  It's also possible that you inadvertently omitted some item of income and that adding that income increases the amount of taxable Social Security income.

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