Skip to main content
February 6, 2024
Solved

Taxable social security worksheet

  • February 6, 2024
  • 3 replies
  • 0 views

Most of the lines on the worksheet are blank except the bottom line.  When I calculate the taxable amount by hand I get a different amount than Turbo Tax.  Can't tell where the difference is because TT does not show all the lines.  How can I see the whole calculation.  (I think the difference has something to do with a 1099-misc but can't find anything on the worksheet relating to that.

 

Ron

    Best answer by TurtleTime

    No.  They could not explain it and finally downloaded a copy of my files to study but never came back with an answer.  That was over a week go.


    I belatedly notice a tiny asterisk on line 20 and a note at the bottom SS Benefits Worksheet that led me to a different worksheet called Worksheets for Social Security Recipients Who Contribute to a Traditional IRA. On this there is a Worksheet 3 - Computation of Taxable Social Security Benefits (which is very similar to the SS Benefits Worksheet) and on this worksheet all the numbers do show.

    3 replies

    February 6, 2024

    In TurboTax Online, to view the complete calculation, the Social Security Benefits Worksheet is available in the tax return.

     

     

    View the entries by selecting down the left side of the screen, Tax Tools / Print Center / Include government worksheets.

     

    In TurboTax Desktop, select Forms in the upper right hand corner of the screen.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 7, 2024

    I am using the desktop  version.  I still am unable to see all the calculations.  Line 1 is listed correctly.  Lines 2 thru 19 are blank.  Then the final answer is on Line 20.  I need to see what's on lines 2-19, i.e. how the number on line 20 was calculated.

     

    Ron

    DaveF1006
    February 7, 2024

    To clarify, check your amount on 1040 line 6B. Is there an amount listed there? if not, then none of your Social Security income is taxable.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 9, 2024

    NO.  I sent more information. My desktop deluxe version does not have a "online" option on the menu.

     

    February 11, 2024

    If you happen to be using a Mac computer instead of a Windows computer, try looking under the Help option to send a file to an agent.

     

    @oatmealron 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 27, 2024

    DELETED