turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

TURBOTAX ..WRONG CALULATION of Social Security Income

Form 1040SR .. Social Security .. Taxable amount show 0...  Should not be 0 on line 6B .. 6 A has a sum of SS benefits...  How do we fix this ?  Using online Premium.  SO FRUSTRATING ! Total income is wrong. Tax owed is wrong. BIG WASTE OF TIME.  No help from Cust. Service   

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

TURBOTAX ..WRONG CALULATION of Social Security Income

After you completed entry of the SSA-1099. there was a screen asking if you lived in any of the foreign countries listed in 2025.  You should have answer NO.  Go back and check your answer.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

TURBOTAX ..WRONG CALULATION of Social Security Income

The screen right after the entry screen for your SSA1099 has a question about whether you lived in certain foreign countries in 2025.  If you skipped past that screen or answered incorrectly, your SS was not taxed correctly.   Return to the SSA1099 entry screen and then keep going to the next screen to see what you did.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

TURBOTAX ..WRONG CALULATION of Social Security Income

Thank you... My mistake but the question should be split into two questions to avoid this common mistake..... are you a us citizen living abroad?.... I only read the 1st part.. us citizen..

TURBOTAX ..WRONG CALULATION of Social Security Income

Moral of the story:  Read every screen top to bottom.  

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question