2023 TT program error

[greyt1]

I just received my SSA-1099s (2 forms, one for each of us).  After entering the values I see that TT failed to add the 2 forms together.  So, when reporting our income from SSA-1099s the amount reported will be wrong.  At first I thought TT just failed to add my wife's amounts but looking again at income summary page it's a value that doesn't match either of the 1099s nor the sum.

Maybe the program will self-correct as I enter more info.  If not it should be corrected.

Greyt

[Anonymous_]

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[VolvoGirl]

You need to check 1040 line 6a.  Line 6b is only the taxable amount.  The taxable will change as you enter other income.   Did you enter the SSA-1099 on the screen with 2 columns, one for each spouse?  

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

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.

[rjs]

You can't rely on the summary pages in TurboTax. You have to look at the actual Form 1040. See what VolvoGirl wrote above.