TurboTax error of $6414.

[eleamy]

Filed my taxes with the 1040-SR. TurboTax said I was getting a refund of $7313. I thought that was a lot, but figured that extra $6,000 Senior deduction was the difference. Today I checked, and the IRS amended my return and is sending me $894. Called the IRS.  Turns out TurboxTax said I owed $0. taxes on my $37,000 SS benefits.  Looked on the SS worksheet, and TurboTax entered the $37,000 on line 1b - "Benefits exempt from US tax due to living abroad..."  Checked my profile which says I lived in NC the entire year.  Tried to call TurboTax to report this.  Got a woman who sounded like she was just waking up from a nap.  Said she needed to transfer me to auditing, but there was a 40 minute wait.

This is a really sloppy error. 

[xmasbaby0]

On the screen right after you entered your SSA1099, there was a screen that asked if you lived in certain foreign countries during 2025.  If you skipped past that screen without answering, or answered incorrectly, your SS was not taxed correctly---leading to the problem you are now experiencing.

[eleamy]

Good eye.  I was checking all my own input, but missed that little detail. Thanks for clearing that up, and my apologies to the folks at TurboTax.