topic Social Security in Retirement tax questions

Social Security

tjward72 — Sun, 09 Feb 2025 16:56:18 GMT

I can enter my social security, and it is correctly shown. However, when I go to the summary page, the system adds about 7,000 to the total. I've deleted and reentered, but the issue continues. However, the final tax calculation appears to use the correct amount that I entered. I cannot see the details until I pay and file, but I'd like to be sure it is handling the information correctly before finalizing (and that I did not make a mistake). I also note a difference of about $870 between my worksheet calculation of taxable income vs Turbo's - I can't determine why.

Re: Social Security

JohnB5677 — Sun, 09 Feb 2025 17:10:49 GMT

I'd suggest you look at a copy of your 1040.

You can do this for free in TurboTax Online.

On the menu bar on the left that shows.
Select Tax Tools
On the drop-down select Tools
Tip: If you don't see the dropdown for Tools, minimize the Federal and State dropdowns
On the popup menu
Select View Tax Summary
On the left sidebar
Select Preview my 1040.
Schedules 1,2 & 3 are included if you scroll down past your 1040.
To return to the entry screens press Back on the sidebar.

Line 6a represents Social Security

Please contact us again if you need to provide some additional details.

Re: Social Security

tjward72 — Sun, 09 Feb 2025 20:00:01 GMT

Thanks, but it still does not provide the detailed schedules, and not the 1040. So, I'll just pay and preview, and hopefully get may questions resolved before I file. If it's a Turbo error it's in my favor, if not, I'll try to resolve. I am working with the on line version, so that may be why your suggestion does not work.

Re: Social Security

VolvoGirl — Sun, 09 Feb 2025 20:04:18 GMT

John's answer was for the Online version.

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Social Security is on 1040 line 6a and any taxable amount on 6b.

Before filing you can preview the 1040 or print the whole return
https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

Re: Social Security

tjward72 — Mon, 10 Feb 2025 21:08:44 GMT

Ok, I made a typo upon entering my SS income, fixed it and all fine now...

Re: Social Security

tjward72 — Mon, 10 Feb 2025 21:09:49 GMT

I made a typo.... found it and all ok now. Filed successfully and agrees with my spreadsheet!!! 🙂

Re: Social Security

VolvoGirl — Mon, 10 Feb 2025 21:14:59 GMT

Thanks for letting us know.

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

Re: Social Security

tjward72 — Wed, 12 Feb 2025 23:15:39 GMT

resolved, I found a typo on my entry of one item...:)