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Level 1
March 21, 2021
Question

Social Security Benefits Worksheet 2020

  • March 21, 2021
  • 2 replies
  • 35 views

This worksheet (Form 1040, Line 6) currently shows "Social Securit Benefits received in 2019".  We believe it should be 2020 instead, as that is what data is requested in the Step by Step Instructions.  

Our TurboTax version is currently updated as of 3/21/21.

Please let us know which year is accurate.

Thanks

    2 replies

    DoninGA
    Level 15
    Level 15
    March 21, 2021

    What exactly are you looking at?  

     

    Using the TurboTax desktop editions for 2020 the Social Security Benefits Worksheet in Forms mode shows Line 6 is - Amount from Schedule 1, lines 10 through 19, plus any write-in amounts on Schedule 1, Line 22 (other than foreign housing deduction)

     

    Mike9241
    Level 15
    Level 15
    March 21, 2021

    that question relates to when you receive 2019 lump sum benefits in 2020. if not just ignore the question.

    Mike9241