Question
Taxability of social security and the unemployment exclusion
Client age 69 received social security and unemployment. Client does not meet the income requirements for the full 85% of social security being taxed.
After the update for the $10,200 exclusion in ProSeries, the income went down but the amount of social security being taxed went up.
Is the taxability of social security linked to the exclusion? The social security benefits worksheet, line 3 seems to be off the value of the exclusion.
Am I missing something?
