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Level 2
March 23, 2021
Solved

UCE and taxable social security benefits on Federal return

If I manually enter the UCE it reduces the taxable social security received by a spouse but if I use the Proseries automatic entry, it increases the taxable social security.   If the UCE is not part of other income, I believe the automatic entry is not correctly handling it.   Anyone else have this issue

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IRonMaN
IRonMaNAnswer
Level 15
March 23, 2021

The automatic entry is handling it correctly, your manual entry is not.

Slava Ukraini!

4 replies

IRonMaN
IRonMaNAnswer
Level 15
March 23, 2021

The automatic entry is handling it correctly, your manual entry is not.

Slava Ukraini!
mikeoAuthor
Level 2
March 23, 2021

Yes I eventually found the answer.   So much for a tax season of knowing the rules when one begins......

thanks

IRonMaN
Level 15
March 23, 2021

 

Slava Ukraini!