I entered the SSA-1099 amount in Retirement Plans and Social Security.
When I try to submit my Federal return I'm being prompted to enter ssa-1099 amount in the "Wages, Salaries & Tips Worksheet". If I also enter it there my $1300 refund turns into $1500 I owe.
What am I doing wrong?
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The important issue is where does it show on your 1040? It should show on Line 6a and possibly 6b. If it does, forget about the worksheet.
Social Security Benefits reported to you on the pink Form SSA-1099 should be entered in TurboTax since they may or may not be taxable depending on your situation.
TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.
-follow this link for how Social Security is taxed-
Video: Do Social Security Income Recipients Pay ... - TurboTax
I followed the steps you suggested. During the Smart Check I am still being directed to the Wages, Salaries & Tips Worksheet: Line 9B "SSDI" is requiring an entry.
Do I enter the SSA-1099 Box 5 amount in two places?
In TurboTax Online, you report the SSA-1099 box 5 amount in the box called Box 5 - Net Benefits for 2020.
I do not see a line 9B "SSCI" on the SSA-1099. Do you have another form?
The Line 9B SSDI is from the "Wages, Salaries & Tips Worksheet".
The important issue is where does it show on your 1040? It should show on Line 6a and possibly 6b. If it does, forget about the worksheet.
Where does this get entered in on the NJ State Tax forms?
New Jersey does not tax Social Security.
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