social security taxable income error

Forum|Forum|1 year ago
March 25, 2025
2 replies
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TurboTax 2024 free version made a mistake in calculating my taxable social security income. This resulted in a correction made by the IRS. My refund should have been $5000 but the IRS said it is only $200. What is my recourse?

TurboTax Free Edition Online

LeticiaF1

You can submit a claim under the TurboTax 100% Accurate Guarantee. For more information on how to do this, click on the TurboTax help article below:

How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Expert Approved Guarantee?

VolvoGirl

What usually happens is the IRS changed some other income on your return. Like the taxable amount of a 1099R you got or you missed entering some income. Like if a 1099R got entered on the wrong line 1040 line 4 or 5, the IRS would miss it and think you didn’t report it.

By increasing your other income it made more of your SS taxable.

Or There is a new question this year asking if you lived in a foreign place. People have been answering it wrong or skipping it. Go back through the Social Security entries.

jabentayAuthor

Thank you .

I reran turbotax and found out it was my mistake. While I was entering my social security numbers for both my spouse and myself, there is a list of countries where SS income is not taxable and a question "does this apply to "myself". I checked yes" thinking I was being asked whose taxpayer's 1099-SSA my info was for.

Actually, I was saying I live in one of those countries.