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February 26, 2022
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social security benefits worksheet question

  • February 26, 2022
  • 1 reply
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When calculating line 3 on the Social Security Benefits Worksheet (2021) it asks you to add the following lines from form  1040: 1, 2a, 2b, 3b, 4b, 5b, 7, and 8.

 

Turbo Tax calculated to be $71,927, but I calculated it manually from the info on 1040 as $51,927, exactly $20,000 more.  Am I missing something?

 

Thanks.

 

    Best answer by Dave Carr

    And on rechecking it for the nth time, I find I made an error manually copying down the details to do my manual check, so...never mind.  (Blush.  🙄)  And thank you for your time.  Sorry to have bothered you.

     

    Dave Carr

    1 reply

    February 27, 2022

    In TurboTax online Self-employed, I am able to enter Social Security benefits.  The Social Security Benefits Worksheet correctly reports line 3 and correctly reports the taxable amount of Social Security tax.

     

    Is there a $20,000 income entry on your tax return?  What line is it reported on?  Please clarify.

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    Dave CarrAuthor
    February 27, 2022

    I am busy right now but will supply complete details later today.

     

    Thanks.

    Dave CarrAuthorAnswer
    February 27, 2022

    And on rechecking it for the nth time, I find I made an error manually copying down the details to do my manual check, so...never mind.  (Blush.  🙄)  And thank you for your time.  Sorry to have bothered you.

     

    Dave Carr