rose323
Level 5

Good evening, I have a new client who is filing MFJ senior citizen and made 53k w2 and about 32k SSA statements. He brought his tax paperwork from his other preparer unfortunately she is really sick and can no longer help him 😟... I am entering all his information and he has a total of 88k for income. Which makes him pay. But I am looking at the prior tax preparation forms and the social security benefits are included yet they don't appear in the actual adjusted gross income. Is there something I need to do that I don't know about?

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