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2024 Taxable Social Security benefits

Pikumadi
Level 3

Has anyone’s client received a notice indicating that the Social Security benefits were incorrectly calculated for tax purposes?
Four of my clients have already received letters from the IRS requesting additional payments because the IRS adjusted the taxable amount of their Social Security benefits. I am confident that I entered everything correctly, but despite that, the software showed zero in box 6b.

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Accepted Solutions
TaxGuyBill
Level 15

Did the IRS adjust any other income numbers?

Are you wrongly checking the box right above Line A of the Social Security Worksheet (about being a Resident of Canada, etc.)?

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4 Comments 4
sjrcpa
Level 15

Look at the worksheet the software generated to compute the taxable SS. 


The more I know the more I don’t know.
Just-Lisa-Now-
Level 15
Level 15

For what year? Is it a CP2000 letter?   

I've only seen these when some income was missing and by adding that missing income it changed the SS amount that was taxable.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

Did the IRS adjust any other income numbers?

Are you wrongly checking the box right above Line A of the Social Security Worksheet (about being a Resident of Canada, etc.)?

Pikumadi
Level 3

Thanks for the suggestions. I accidentally checked that box.