When I use the checkbox to apply the American Rescue Plan Act provisions in order to exclude non-taxable unemployment benefits, the taxable portion of social security benefits is higher than if I manually enter a negative number on line 8.
The social security benefits worksheet is using the taxable and non-taxable unemployment benefits to calculate taxable social security benefits. Is this correct?
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The program is correct. The calculation of taxable Social Security (and several other MAGI-based calculations) still use the FULL amount of Unemployment.
An earlier post with more details:
Thank you!
YVW
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