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New Member
posted Feb 26, 2025 9:33:39 PM

2024 1040-SR Line 6b Calculation Error - Risk of IRS tax liability

2024 1040-SR Line 6b TurboTax Calculation Error  - Status: Serious risk of IRS tax liability

Line 6a : Social Security Benefits: $38,692

Line 6b : Incorrect Calculation by TurboTax shows as: $18,826

Result: Taxable Income Calculation Error of:  $19,866  - Line 6b should be $32,888  ($38,692 * 85%).

Result: Line 15 shows my taxable income as: $80,467 when the actual taxable income should be : $100,333.

MAJOR CALCULATION ERROR could result in IRS tax liability.

I have already paid for the online e-file, but have NOT filed due to this error.

When will you fix this in the online (web-based) application?  Please advise ASAP.

Mr. Carroll Izard

 

 

 

 

 

0 1 2645
1 Replies
Expert Alumni
Feb 27, 2025 4:58:44 AM

The calculation for the tax on Social Security indicate that 50% of the benefit is added to other income to generate a taxable amount.

 

Your benefits may be taxable if the total of 

  • One-half of your benefits, plus 
  • All of your other income, including tax-exempt interest, is greater than the base amount for your filing status.

The base amount for your filing status is:

  • $25,000 if you're single, head of household, or qualifying surviving spouse,
  • $25,000 if you're married filing separately and lived apart from your spouse for the entire year,
  • $32,000 if you're married filing jointly,

See Top Frequently Asked Questions for Social Security Income  question (1)