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Solution: "Total Income" on Federal Review screen does NOT match Line 9 on 1040 Form

Figured out one reason this happens!

 

TurboTax shows a much larger "Total Income" on the Federal Review screen than is showing on Form 1040, Line 9, "Total Income" within the program.

 

If you're left scratching your head why there's a discrepancy, here's a possible reason and solution.

 

Turns out that TT's "Total Income" uses the gross Social Security amount credited for the year, not the 85% of it that is taxable.  On the 1040 IRS form, Line 9, though, the "Total Income" amount uses the lower 85% taxable amount.  

 

To get the TT amount, simply use Box 3 "Benefits Paid" on the Social Security SSA-1099 form(s) and add it to the 1040 Line 9 amount.  If you're filing jointly, add those together and add them to Line 9.  

 

You should end up with a total that matches TT's "Total Income" on the Federal Review screen.

 

At least, we did!

 

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