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refund was changed stating my husbands disability was miscalculated and they lowered my refund

my husband receives a disability check and I filed it along with my income IRS stated the refund was not calculated correctly and they lowered my refund
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3 Replies

refund was changed stating my husbands disability was miscalculated and they lowered my refund

Did he receive Social Security disability that was on a SSA1099?   After you entered the SSA1099, the very next screen asked if he lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, it resulted in a blank line 6b on Form 1040 and in his SS not being taxed correctly.  The IRS is catching this mistake and correcting refunds.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

refund was changed stating my husbands disability was miscalculated and they lowered my refund

line 6b has .0 it is not blank

refund was changed stating my husbands disability was miscalculated and they lowered my refund

0  would be the same as blank.   Nothing showed as taxable in box 6b.  

Starting in 2024 there is a new question asking if you lived in a foreign place.  People have been answering it wrong or skipping it.  Go back through the Social Security entries.  And it is for each spouse.  So if you have a low amount on 1040 line 6b you might have answered wrong for 1 person.

 

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?  

 

Also check if you ssn is valid for employment under My Info or Personal Info.   That can affect many things.  Needs to be yes.

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