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Social Security Benefits should be taxable but arent

bryanb
Level 2

I have a client with around $36k of social security income.  Other income is around $80k.  Status is married filing joint.  The SSI should be taxable at 85% however ProConnect isn't calculating the tax, nor is it producing a worksheet calculating the tax or lack there of on social security.  Any ideas?

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bryanb
Level 2

The SS income was not showing in 6a or 6b.  Called Intuit support and the problem ended up being the source was coded S, so the income was going to the state return only and not the federal.

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3 Comments 3
TaxGuyBill
Level 15

Have you confirmed that the Social Security is showing up on line 6a of the 1040 (and nothing in 6b)?

Have you confirmed that the $80,000 is showing up on the 1040 (line 9 is over $80,000)?

BobKamman
Level 15

Sometimes I see odd results like this when the filing status box is not checked.  

bryanb
Level 2

The SS income was not showing in 6a or 6b.  Called Intuit support and the problem ended up being the source was coded S, so the income was going to the state return only and not the federal.