error in turbotax 2024 home and business

Forum|Forum|1 year ago
February 25, 2025
2 replies
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My wife and I had a total $19468 from ssa-1099. Turbotax $33,096.as my taxable ssa benefits. This was just 2X the amount its.gov/ita.

How do I report this so it can be fixed?

ThomasM125

You need to revisit the Social Security entry screens in TurboTax and correct the errant entry. Look in the Wages and Income section, then Retirement Plans and Social Security, then Social Security (SSA-1099, RRB-1099). Your social security income will be the amounts entered in box 5 of Form SSA-1099.

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lfglenn2Author

I have TT p&b2024 on a MAC. When I click "update" in the Social Security (SSA-1099, RRB-1099) section under 'personal' main entry section all it does is recycle to the top of the main entry section. I just got TT new update (feb 27) and it still does it.

I was only able to enter SSA-1099 by going to "forms" social sec.

MonikaK1

Other users who experienced this issue with Mac devices found that the following workarounds resolved it:

- If you transferred 2023 Social Security information to your 2024 return: try deleting the Social Security form that transferred over. Look for Social Sec in the list of Forms in Forms Mode, open it and click on Delete Form at the bottom.

- If you have a supporting details entry for Box 5 of Line A: Remove the supporting details sheet and return to Step by Step, and the interview process goes forward as normal.

I have been able to enter Social Security in step-by-step on my Mac where I don't have a prior year transfer with Social Security.

The issue has been reported for further investigation.

@lfglenn2

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pk12_2

Employee

@lfglenn2 , I have windows Home & Business and can duplicate your issue -- need details though.

(a) are you saying that you each have 19, 468 in your Box 5 of your in dividual SSA-1099 ? Or that adding the two Box 5 amounts you have $19,468 ? If together you have that , then I am very surprised

(b) If you can see the form 1040 , what is on line 6(a) Total SSA income and 6(b) Taxable SSA income ?

(c) What other incomes do you have -- like interest, dividends, pension etc. I ask because the taxable amount of SSA income depends on your income from all other sources.

Please help with the details I ask for and I will be very happy to chase this down.

You can provide these here or PM me ( just NO PII -- Personally Identifiable Information )

lfglenn2Author

my ssa-1099 box 5 is $5,816. My wife,s is $13,652, yes total 19,468. My 1040 line 6a and 6b are both 33,096. Per 1040 taxable income is 108,215.

PS: while I have your attention I had to enter the data in FORMS (social sec) because if I clicked update (in PERSONAL/social security) the program just recycled me back to the PERSONAL entry form.

KeshaH

If you'd like, we can look at your return and see exactly what you see to help come to a resolution. The return will be scrubbed and won't include any of your personal details.

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

If you're using TurboTax Desktop:

Click on Online in the top menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution

Please reply to this message with your token so that we can further assist you. Let us know all the states, if any, that are included on the return.

@lfglenn2