Turbo Tax is not deducting my SSA-1099 income at the state level. How do I correct this prior to filing the return?

Forum|Forum|2 years ago
March 8, 2024
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VolvoGirl

Employee

Was any of your Social Security taxable on federal 1040 line 6b? The taxable amount should be automatically subtracted from the state return. What state? Did you enter the SSA-1099 in the right place? Is it on 1040 line 6a and 6b?

KVR2

I have the same question. My father passed away in 2023,and I received an SSA-1099 which I reported on lines 6a and 6b of the 1040 and was taxed on it. Then for my Virginia state taxes, there is a question about "Virginia Tax Reduction for Certain Kinds of Death Benefits" as a deduction but it only says "In order to qualify for this Virginia tax reduction, you should have received IRS Form 1099-R from an insurance company. (...) Virginia allows a tax reduction (subtraction) for death benefits you received from an annuity. An annuity is a kind of contract with an insurance company." Neither of these applies to me as the death benefit is from Social Security so it is not a deduction in the sense they are using here?

xmasbaby0

Employee

You do not enter a Social Security form as a 1099R. Is it on an SSA1099?

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Ofeg55

I have a SSA1099 and one W2 for part time job why do I owe Taxes when never I had to pay any taxes to the IRS?

Ofeg55

I do not see 6 a or 6 b only Medicare withheld on box 6

VolvoGirl

Employee

Line 6a and 6b are on your 1040 tax return not the W2. Look at your 1040 tax return and see if line 1 is right for wages. Did you get any 1099 forms? Did you get a 1095A for ACA Marketplace health insurance?

On. the 1040 line 37 is for tax due. If your W2 is less than 13,850 you should not owe any tax. Did they take any tax withholding out in W2 box 2? Or any withholding from your SSA-1099?

What lines don't you understand on the 1040? Before filing, You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160