TurboTax didn't charge taxes on wife's social security, I just saw my irs transcript, my taxable income is much higher, cause TurboTax didn't charge taxes on her ss.

[kitts1965]

My transcripts shows my taxes are on hold, the transcript shows my taxable income is $60,908, TurboTax shows they are $13,610. TurboTax failed to charge taxes on wife's social security, so my refund will be a lot less, and it's on hold, TurboTax is at fault for no charging tax on wife's social security. I would like TurboTax to fix this, I can't see how to contact them without paying more money to fix their mistakes.

[xmasbaby0]

Did you file a joint tax return?  Did you enter all of your income and all of your spouse's income on the same return?  Why are you referring to "my"  transcript and "my" refund?  The refund on a joint return is in both spouse's names.   If you entered your own SS and your spouse's SS on the return, the SS amounts including the taxable amount of SS are on lines 6a and 6b of your Form 1040.

[kitts1965]

Everything by me was entered correctly, TurboTax didn't charge taxes on my wife SS on line 6b, they have her SS amount on 6a, but failed to put it on 6b.

I checked last few years taxes, I used TurboTax, this year they didn't charge taxes on her SS, every year shows her SS on 6a and her taxable amount on line 6b.

But this year, Line 6a shows 30,848, line 6b shows 0. 

Line 6b shouldn't be zero, it should have been her taxable amount.

By TurboTax putting a zero on line 6b, line 9 was only my taxable income, which it should have been my taxable income plus her taxable income.

My transcripts show married joint, with code 971 and code 570, I called IRS my taxes are on hold a letter is being sent cause and error was found.

My taxable amount was wrong, cause it didn't include wife's taxable amount, Have to wait on letter.

I went back to TurboTax download my copy of and sure enough on line 6b it shows zero, while line 6a shows 30,848.

So TurboTax made a mistake, and I am trying to find how to directly talk to an agent, I shouldn't be charged for their mistakes.

[VolvoGirl · Accepted solution]

The difference in your taxable income is 47,298.  Only up to 85% of SS can be taxable, which is only 26,221.  So the IRS also increased some other income on your return.  

 It's very common for the IRS to change some other income which will make more of your SS taxable. Check all the lines on your return.

Maybe you have the wrong amount on line 4b or 5b for 1099R income. And make sure the 1099R amounts are on the right line 4 (for IRA) or 5 (pensions and 401k). If it is on the wrong line the IRS will miss it and say you didn't report it and add it in which will make more of your SS taxable.