Rhodey
Level 2

In Pro Series Basic program, how does the Line 1b get a value on the Social Security Benefits worksheet??  Just had a client get an IRS notice that their SS income for 2024 was taxable and substantial penalty was imposed for not including it in income.  I went back to the return and I find a 'value' equal to the total SS income received for 2024 entered on Line 1b.  Line 1b gives taxpayer who are US residents but reside in certain countries an exemption from declaring their SS income.  They have no foreign address, one was never entered and you cannot enter a value 'directly' in that field either.  Right clicking on the value doesn't give you a hyperlink to where that data came from either??  So, my question is how did it get in there and where does it pull that data to fill in the Line 1b??

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