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Level 2
May 19, 2026
Solved

Pro Series miscalculated taxable Social Security on several clients. Anyone else have this?

  • May 19, 2026
  • 1 reply
  • 13 views

IRS caught it and reduced refunds for several clients, now I'm waiting for one to end up owing because of it.

Best answer by IRonMaN

Did you happen to accidentally check the residency box at the top of the Social Security worksheet?

1 reply

IRonMaN
IRonMaNAnswer
Level 15
May 19, 2026

Did you happen to accidentally check the residency box at the top of the Social Security worksheet?

Slava Ukraini!
gmaddenAuthor
Level 2
May 19, 2026

I finally talked with support and found that that is what happened. Never had it happen before in 15 years, but it is something to watchout for.

Thank you.