Why would TT miscalculate and underreport my filed 1040-SR social security benefits by 64%? costing me $1,784?

Forum|Forum|11 months ago
April 26, 2025
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VolvoGirl

Do you have an amount on 1040 line 6b or is it 0? 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.

david-archambault01Author

thanks, but I re-calculated the 1040-SR Social Security Benefits Worksheet manually. I came up with a number that was $14K higher than the number entered by TT. I think that is what the IRS keyed in on but I won't know until I get the written response the IRS said they will send. According the Where's my refund IRS website, I went from a refund to a balance due, 25 days after I filed electronically with TT. If TT has a systemic problem with their calculation, that troubles me. The TT help chat is pretty worthless on this topic.

VolvoGirl

Did you use the Online version? You can see how Turbo Tax calculated it.

To see the Social Security Benefits Calculation Worksheet in Turbo Tax Online version you would have to save your return with all the worksheets to your computer. Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.