Level 3

SOCIAL SECURITY WORKSHEET

Forum|Forum|1 year ago
January 31, 2025
4 replies
5 views

Preparing a return for client and Proconnet is not calculating the social security taxable correctly. Off by 30K plus. Worksheet does not even appear with the return. Who do I talk top to get fixed?

IRonMaN

Level 15

I haven't seen that problem pop up yet. Is non-taxable interest involved on the return or is filing separately involved?

Slava Ukraini!

G

GG406Author

Level 3

Neither. MFJ, 2 pensions, 2 social security and 1 regular saving interest. Very simple return.

IRonMaN

Level 15

Is Social Security entered into the correct boxes?

Slava Ukraini!

IRonMaN

Level 15

If you are comfortable that all of your numbers are correct and the computation is wrong, you should contact support for the issue.

Slava Ukraini!

G

GG406Author

Level 3

Thank you. That was on original question was how to contact support with this is. Is there a phone number or chat somewhere?

IRonMaN

Level 15

Try this link:

https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-tax-help/L031xWrR5_US_en_US?srsltid=AfmBOopaAO1_3Lq8OYom2gLeWXlOAK6kKn7KTG6KC_YOpxK7NpA15L6v&uid=m6l1ud5w

Slava Ukraini!

BobKamman

Level 15

What is the total SS income and the total pension income? And what amount does the program say is taxable? Maybe you have a glitch just in your system and others can tell you if theirs is working.

J

johnsomd2

Level 2

I also prepared my taxes on 01/31 and 0 taxable amount showed up for Social Security Benefits in box 6B I didn't notice until I filed and the IRS notified me of the error attempting to get Intuit to respond with a FIX is near impossible they don't have a clue. Totally Frustrated with these AI bonehead responses and so called tax experts not knowing what to do in order to fix this problem so that I can prepare an Amended return!!!!!!

BobKamman

Level 15

Which program are you using? Perhaps TurboTax? If IRS caught the error, no need to file an amended 1040. Might be a problem with state returns.

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