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ATX 1040 Line 5 Social Security Worksheet is not correct


Abby Normal

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Grrr. Maybe I wasn't specific enough, but support says the worksheet is just fine.

Issue

Summary

Social Security benefits worksheet has a bug

Description

1040 Line 5 Social Security Benefits worksheet line 3 does not match the one in the IRS 1040 instructions. It is missing line 6 capital gains. This is a copy/paste from the IRS instructions: lines 1, 2b, 3b, 4b, 4d, 6, and Schedule 1, line 9 However, your worksheet skips the 6: lines 1, 2b, 3b, 4b, 4d, and Schedule 1, line 9 Is this on your list of things to fix? Thanks! Joe

Resolution

Good Morning Mr. Davis, The layout is correct. According to the IRS, the worksheet is correct. The link to which you can see the worksheet for 2019 is https://www.irs.gov/pub/irs-pdf/p915.pdf. Please contact the ATX customer support center at your earliest convenience if this does not resolve your issue. We can be reached at 1(800) 495-4626. Thank you for choosing Wolters Kluwer.

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10 minutes ago, Abby Normal said:

 

Good Morning Mr. Davis, The layout is correct. According to the IRS, the worksheet is correct. The link to which you can see the worksheet for 2019 is https://www.irs.gov/pub/irs-pdf/p915.pdf. Please contact the ATX customer support center at your earliest convenience if this does not resolve your issue. We can be reached at 1(800) 495-4626. Thank you for choosing Wolters Kluwer.

Well at least the response was pleasant enough.  That's a start.  They may not be correct but at least they were nice.  😊

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Thanks for the heads up.  Just worked on a return with 20k short term cap gains.  Without line 6, none of SocSec taxable.  But with line 6 included, yes.  I was able to override the amount in the ATX worksheet.  I went back to 2018 ATX and entered info in the planner and got the correct result.

 

 

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