I used TurboTax online. Input SSA1099 Box 5. Filed. Received Refund $1,500 less than what TurboTax showed. Received IRS letter stating a computation error. IRS is saying TurboTax is not calculating SS taxable correctly.
You'll need to sign in or create an account to connect with an expert.
What usually happens is the IRS changed some other income on your return. Like the taxable amount of a 1099R you got or you missed entering some income. Like if a 1099R got entered on the wrong line 1040 line 4 or 5, the IRS would miss it and think you didn’t report it.
By increasing your other income it made more of your SS taxable.
Or There is a new question this year asking if you lived in a foreign place. People have been answering it wrong or skipping it. Go back through the Social Security entries.
We have been seeing some users who either missed or answered incorrectly on the screen that comes right after you enter your SSA1099. There is a screen that asks if you lived in certain foreign countries while receiving SS. If you answered incorrectly or skipped past that screen without saying NO, then your SS was not calculated correctly. What do you see in lines 6a and 6b of your Form 1040?
Is there a way I can see this screen after I've filed?
You can go back into your tax return but be very careful not to change anything. Click on Add a State to let you back into your return. You should see this screen after you enter your Social Security and hit Continue. What is checked Yes or No?
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jeannettebiddle3106
New Member
That
Level 2
cboise
New Member
PHBoston
Returning Member
jason805sm
New Member
in Education