TurboTax gives wrong information

Forum|Forum|2 years ago
March 11, 2024
1 reply
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I filed my taxes using TurboTax Feb 1st. It's a simple return with only SSA-1099. TurboTax said I didn't need to include it with my return so we filed electronically. Instead of a refund we got a letter from the IRS that said we needed to send them our SSA-1099 so we did. Now the return is in limbo.

DoninGA

Level 15

If you e-filed the tax return, there are no paper forms included with the e-filed tax return.

If the tax return was printed and mailed, then only forms with taxes withheld would be included with the mailed return.

Did you have federal income taxes withheld from the Social Security benefits? If so, those taxes withheld were on the SSA-1099 in box 6 and would have been entered on the Form 1040 as a tax payment on Line 25b.

niftyixAuthor

Level 2

That’s what we did. When we entered the amount withheld, that’s what the IRS is questioning. It seems they should have a copy of our SSA-1099 that shows the amount. Is this just a delay tactic?

DoninGA

Level 15

@niftyix wrote:

That’s what we did. When we entered the amount withheld, that’s what the IRS is questioning. It seems they should have a copy of our SSA-1099 that shows the amount. Is this just a delay tactic?

Yes, they receive the information from the Social Security Administration for the amount of federal taxes withheld from every benefits statement which has federal taxes withheld.

Why they are needing this information from you and the paper SSA-1099 is either incompetence or their tax data received is incorrect. I would guess it is the tax data received from SSA has been received incorrectly.