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March 28, 2022
Question

Where do I find the Social Security Adjustment worksheet?

  • March 28, 2022
  • 1 reply
  • 0 views
I need the Social Security Benefits Adjustment Worksheet for my State Taxes, but it's not in my forms that I got in my download.

1 reply

rjs
Employee
March 28, 2022

For what state? Every state has different forms.

 

March 28, 2022

It's the Federal Worksheet I need, so that I can get the numbers to put on my state return.  

rjs
Employee
March 28, 2022

There is no "Social Security Adjustment Worksheet" or "Social Security Benefits Adjustment Worksheet" in TurboTax for the federal tax return. What numbers do you need? Who or what told you to get the numbers from an "Adjustment Worksheet"?


Are you looking for the "Social Security Benefits Worksheet" (not "Adjustment Worksheet")? In TurboTax Online the only way to see the worksheets is to "print" your tax return (i.e. create a PDF). You have to pay the TurboTax fees before you can print. See the following FAQ for instructions to view your tax return in TurboTax Online.


How do I preview my TurboTax Online return before filing?


Note that the Social Security Benefits Worksheet in TurboTax is not exactly the same as the Social Security Benefits Worksheet in the IRS instructions for Form 1040. If your state is telling you to take numbers from specific lines on the federal Social Security Benefits Worksheet, the line numbers might not be the same in TurboTax.