In TurboTax Deluxe for 2025, the 'Social Security Benefits Worksheet'

[Chuck C1]

In TurboTax Deluxe for 2025, the 'Social Security Benefits Worksheet' has a minor typo.  At the top of the Form, under the 'Names' block, the first line reads: "Social Security/Railroad Retirement benefits received in 2024"  ... then there is a checked box -- since we receive SS benefits.  

The line should read: "Social Security/Railroad Retirement benefits received in 2025" .... since the program is for filing '2025' taxes.

[FaithCT]

How were you able to find that Worksheet?  I've looked every which way I can and can't get at it.  And I need numbers off it for my State return.

[MonikaK1]

I just reviewed the Social Security Worksheet in TurboTax Deluxe, and have concluded that the reference to 2024 is not an error.

The worksheet has a box that would be checked if the user received Social Security in the previous tax year - in this case, 2024. If there was a lump sum received from Social Security in a prior year, there may be a portion taxable in the current year. If you right-click on the box, an option pops up to click "About prior year benefits box". If you click on that option, an explanation appears that includes details on how to calculate the current year taxable portion of a lump sum received in a prior year.

If you are in a TurboTax Desktop product such as Deluxe, in the step by step mode, you can see the worksheet that relates to the screen you are working on by clicking on View on the top bar menu and selecting Forms.

@Chuck C1 

@FaithCT 

[FaithCT]

I have already filed and I can't get back to the details, so I can't view a form.  And the final tax PDF provided does not include it.

[DoninGA]

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@FaithCT wrote:

I have already filed and I can't get back to the details, so I can't view a form.  And the final tax PDF provided does not include it.

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To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2025 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

[FaithCT]

Thank you!  That worked.