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Pensions go on Form 1040 line 5a/b, IRA income on line 4a/b. Make sure that the income ended up on the correct line. If it ended up on the wrong line, the IRS could conclude that the income was not reported despite that it was included but on the wrong line, add it to your AGI (without subtracting it from the wrong line) which could result in an increase in the taxable amount of properly entered Social Security income, and an increase in your tax liability.
Some users of TurboTax also make the mistake of using the Simplified Method to calculate an incorrect taxable amount of pension income when the correct taxable amount is shown in box 2a of the Form 1099-R. Again, if the income needs to be added to your AGI it can result in an increase in the taxable amount of Social Security.
No one else has access to your tax return. Print them out and review for yourself to make sure that the income was reported completely and correctly. Then have a discussion with the IRS if they have made a mistake.
You have to access your own account and/or print it for yourself using exactly the same account and user ID that you used when you prepared the return.
Start a 2023 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Many people have multiple TT accounts and forget how to access them. Log out of the account you are in now.
https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password
Or did you use the desktop version of TurboTax? If so, the files are on your own hard drive or any backup device you used like a flash drive.
https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have
https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac
https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows
You can get a free transcript from the IRS or for a fee of $43, an actual copy of your tax return.
https://www.irs.gov/individuals/get-transcript
https://www.irs.gov/pub/irs-pdf/f4506.pdf
Pensions go on Form 1040 line 5a/b, IRA income on line 4a/b. Make sure that the income ended up on the correct line. If it ended up on the wrong line, the IRS could conclude that the income was not reported despite that it was included but on the wrong line, add it to your AGI (without subtracting it from the wrong line) which could result in an increase in the taxable amount of properly entered Social Security income, and an increase in your tax liability.
Some users of TurboTax also make the mistake of using the Simplified Method to calculate an incorrect taxable amount of pension income when the correct taxable amount is shown in box 2a of the Form 1099-R. Again, if the income needs to be added to your AGI it can result in an increase in the taxable amount of Social Security.
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