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2022 Turbo Tax Home & Business Social Security Worksheet is not working correctly

My computer is using Windows 11.  My TT updates every time I load the program.

 

I used the TT directory to choose to update the Social Security section of our taxes.

 

I entered the information on my husband's SSA-1099.  The entry had NO effect on our tax refund, even though his SSA benefits are not taxable AND he paid nearly $ 1,800 in voluntary federal tax payments.

 

I checked the Social Security worksheet.  It is locked.  It has Benefits amount entered.   At the bottom...with no other lines completed...the form concludes that 50% of the benefits are taxable.   This incorrect according the the information sheet the SSA sent with my husband's 1099.  I can't manually change this form. 

 

I also checked our 2021 tax return and the same problem exists on that worksheet.

 

Since his SSA benefits are not taxable, there should be a "feedback" calculation where the $ 1800 in withholding is added to the total tax paid.   As I stated earlier, when I entered the federal withheld tax amount in the form and saved it, there was no change in the estimated tax refund.

 

It appears that I will have to amend our 2021 tax returns  to correct this error.

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2 Replies

2022 Turbo Tax Home & Business Social Security Worksheet is not working correctly

What is the filing status on your tax return?  Married Filing Jointly or Married Filing Separately?

 

If you entered the amount from box 5 from his SSA-1099 and the SS in not taxable then only the benefit amount received will be on the Form 1040 Line 6a.  There will not be a taxable amount on Line 6b.

If you entered $1,800 of federal income taxes withheld as reported on the SSA-1099 then that tax payment will be included on Form 1040 Line 25b.

 

What calculation or input error are you seeing on the Form 1040?

2022 Turbo Tax Home & Business Social Security Worksheet is not working correctly

The SSA doesn't know if any of his Social Security is taxable.  They can't tell you that.  And if it's not taxable why does he have withholding taken out?  They might be saying.....If you are over full retirement age your actual ss checks won't be reduced. Otherwise they will actually reduce your payments if you make too much other income in the prior year.  See SS FAQ for working after retirement

https://www.ssa.gov/planners/retire/whileworking.html

 

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

 

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