Social Security Benefits Worksheet

[zenorini]

The first line says: "Social Security/Railroad Retirement Benefits received in 2022....." followed by a box to be checked or not. 

Does this mean "Did I receive SS benefits in 2022"?  or 

Does it mean "Are there 2022 benefits included in 2023 benefits"?

[DoninGA · Accepted solution]

It means that you reported SS benefits on the 2022 tax return.

[JohnB5677]

Please clarify your question.

We would need more information to completely answer your question.

On both the Online and Desktop/CD software, I do not see that question.

I see. "Did you receive Social Security or Railroad Retirement benefits in 2023?"

Where do you see that question?

           

Please contact us again with and provide some additional details.

[VolvoGirl]

@zenorini  Can you post a screen shot of that page that says 2022?  It might be a typo on the screen.  Are you using the Online version or the Desktop program.  I can't find a screen asking that either.  

[DoninGA · Accepted solution]

@VolvoGirl That is not a question in TurboTax.  It is on the Social Security Benefits Worksheet at the very top of the worksheet.  It is pre-checked by the TurboTax program if you transferred the 2022 tax data file to the 2023 return and you had SS benefits reported on the 2022 return.

[VolvoGirl]

OK I see it now in my return.   Why does it want to know that?  Does that affect anything?  

[DoninGA]

Can't think of any reason it is used or why it is even needed.

[zenorini]

I'm using a downloaded version on my desktop computer.  

The name of the worksheet is exactly the same as the subject above.  

In the top left corner of the worksheet is printed:  Form 1040 Line 6

The statement in question is the first line below "Names Shown of Return"

I checked the 2022 program and there the year mentioned is 2021; same situation.  

I don't know how to do a screen shot. If you tell me how I'll give it a try.