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Level 2
posted Jan 30, 2021 2:34:30 PM

Social Security Benefits Worksheet Line 6 calculation is incorrect

Line 6 on the Social Security Benefits Worksheet is showing $300.  The instructions indicate this value is calculated by adding Schedule 1 lines 10 through 19 plus any write-in amounts on Schedule 1, line 22.  I have nothing entered in any of those lines on Schedule 1.  Where is the $300 coming from?  

2 2 1716
2 Replies
Level 3
Feb 6, 2021 1:11:12 PM

I just called TurboTax Support and the wording on the Social Security worksheet seems to be confusing or incomplete.  It (also?) includes line 10b of your 1040-SR.  In 2020, you are allowed to take a $300 deduction for charitable contributions even if you take the standard deduction.  That is what showed up in my case.  The $300 is actually reducing the amount from line 5 on the worksheet.  Hope this helps.

Level 2
Feb 7, 2021 6:38:43 PM

Thank you Bob.  I agree with your assessment.  I had to manually remove the $300 from the 1040 since I was able to use itemized deductions this year.  Once I did that, the $300 also disappeared from my social security benefits worksheet.