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mredi1
New Member

IRS says amount of taxable social security was incorrect

IRS says amount of taxable social security was calculated wrong and refers to Publication 915.  They added my full SSA to income and increase the amount of tax owed.  Turbo tac did not include the SSA in my income.  I filled in everything correctly and my refund was reduced by the amount of additional taxes.  Is IRS right or turbo tax ?  

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2 Replies

IRS says amount of taxable social security was incorrect

After you entered your Social Security benefits reported on a SSA-1099 there was a following screen which asked if you lived in any of the foreign countries listed.  If you indicated Yes or skipped over this screen then none of your Social Security benefits were taxed on your federal tax return.  If you did not live in any of those foreign countries then the IRS is correct.

IRS says amount of taxable social security was incorrect

You don't need to amend for that. The IRS has been adjusting returns for the missing taxable amount of SS on 1040/1040SR line 6b and reducing your refund or sending you a bill. That's been a common error this year. It's due to skipping the next screen about if you lived in a Foreign Country or answering it wrong.


That's why it's important and good before you file to check your return line by line with last year and you might have seen that the taxable Social Security on line 6b was missing if it was taxable before. Then you could have questioned it.

 

And only up to 85% of SS can be taxable on 1040 line 6b.

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