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johnsomd2
New Member

Turbo Tax did not calculate my SSA Taxable portion accurately

When I prepared my  2024 taxes it wasn't until I had submitted that I noticed the line 6B Taxable amount for Social Security Benefits was blank!! when I contacted Turbo Tax and spoke with an expert he stated that it was accurate and that my SSA Benefits weren't taxable. After noticing a delay in refund notification, I contacted the IRS and they stated it would take more time for a review, after several more weeks I finally received a notice that my refund was MODIFIED due to a correction, which was the SSA benefits that wasn't calculated correctly, I now have NO recourse for an amended return since I can't make that correction in this system, it doesn't allow for you to make the correction and I can't get anyone to understand or do anything about it since it appears AI is being used and the experts are clueless I don't think I will use this in the future!!!

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2 Replies

Turbo Tax did not calculate my SSA Taxable portion accurately

@johnsomd2 

 

Something strange going on here.   

Exactly what date did you actually e-file it?

 

I'm wondering if there was some problem with an early version of the software.

 

It seems to be handling it correctly right now....but maybe not back in early January??

___________________
here's a conversation about that happening to someone else.  (i.e. Just showing up now)

 

Tax on Social Security

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
johnsomd2
New Member

Turbo Tax did not calculate my SSA Taxable portion accurately

I filed on January 31st and I am totally exasperated with the lack of concern and inability to get this matter resolved with Intuit!!! I won't use this product again the support SUCKS

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