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Level 1
Feb 3, 2024 9:02 PM UTC
Question

Social security income

My social security income isn’t reflected so it only shows deductions but no income so I’m not getting a refund. Why is my income not showing. I manually entered the amount from the SSA-1099

2 replies

Level 15
Feb 3, 2024 9:06 PM UTC

Your Social Security is on lines 6a and 6b of your Form 1040.   Line 6b shows if any of the SS was taxable.

 

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

 

Why do you think that is keeping you from getting a refund?   Social Security does not count as income for earned income credit or the child tax credit.

**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.**
JohnB5677
Alumni - Intuit
Feb 5, 2024 2:28 PM UTC

Are you sure that you posted your Social Security Income?

 

To post your Social Security:

  • Start at Wages & Income
  • Scroll down to Social Security (SSA-1099, RRB-1099)
  • Select Edit/Add
  • Confirm that you've posted the social security.

If you only have Social Security income, I would not expect you to get a refund.

If you had other income from wages or a retirement account that you did have taxes withheld from, you may generate a refund.

 

You can preview your tax return by going to:

 

  1. On the menu bar on the left that shows.
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. On the popup menu
  5. Select View Tax Summary
  6. On the left sidebar
  7. Select Preview my 1040.
  8. Schedules 1,2&3 are included if you scroll down past your 1040.
  9. To return to the entry screens press Back on the sidebar.

Some key numbers on your 1040 tax return are:

Line 6a - Social Security

Line 15 - Taxable Income

Line 24 - Total Tax.

Line 25 d - Withholdings.

Line 26 - Estimated tax payments

Line 33 - Payments including Credits.

Line 34 - Overpayments.

Line 37 - Tax owed.

 

If I've misunderstood your question, and this does not completely answer it, please contact us again and provide some additional details.

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