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Level 2
May 12, 2024
Question

SOCIAL SECURITY INCOME

  • May 12, 2024
  • 3 replies
  • 28 views

Hi, this is the first year that we file our taxes with my husbands Social Security income.  However, when we did our taxes with turbo tax, we forgot to add his social security income.  Could this be the reason, our refund is being held? Our refund is being held due to additional review of our taxes.  Could it be that we forgot to add it?  Please advise  thanks 

    3 replies

    Level 15
    May 13, 2024

    Only the IRS can tell you the status of your return. Wait to hear from them. They might adjust your return. 

    Mike9241
    Level 15
    Level 15
    May 13, 2024

    Omitting social security income is definitely a reason your refund would be delayed.  Do not file an amended return at this point. The IRS may correct the error without it and adjust your refund or balance due accordingly. 

    Mike9241
    Level 2
    May 13, 2024

    thank you