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Level 3
January 25, 2024

59565

  • January 25, 2024
  • 7 replies
  • 6 views

The following diagnostic is generating:

Social security benefits are being deducted. Please submit copies of all SSA 1099 statements with your Colorado return.

 

Solution:

Help Article 

7 replies

IRonMaN
Level 15
January 25, 2024

I would try deleting your Social Security entries and see if the error goes away.  If it does, then go back in and try entering them again and see what happens.

Slava Ukraini!
Level 3
February 17, 2024

I received the same error message.  

I tried deleting the Social Security entries and then re-entered the data.  That did not resolve the issue.  Client had similar data last year but no corresponding error message requiring attaching copies of their SSA-1099s.  

Is this a new IRS requirement, or a bug in Lacerte?

sjrcpa
Level 15
February 17, 2024

Is this a state thing?

The more I know the more I don’t know.
Level 3
February 17, 2024

Actually, it is a Colorado diagnostic.  I misspoke when I asked if it was a new IRS requirement.  

But, the issue did not exist last year. 

Level 3
February 18, 2024

After further research, Colorado did in fact change the requirements when claiming a deduction on the 2023 Colorado tax return related to social security income taxable on the Federal return.  Including copies of taxpayers' Forms SSA-1099, when filing the Colorado tax return electronically, did not exist prior to 2023.  

Level 3
February 19, 2024

Verified.  Thank you.  This just adds to the seemingly endless list of required CO attachments.

Level 2
October 7, 2024

What pull down option on Colorado to attach to on screen 4.4?