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ProSeries Frequently Asked Questions

Form 1040 Social Security Benefits Worksheet May Not Include Qualified Hurricane Retirement Plan Distributions

Products Affected:

• ProSeries/1040
• ProSeries Express/1040
• ProSeries Basic/1040

Situation

Form 1040, Social Security Benefits Worksheet, line 3 does not include the second year of taxable, qualified Hurricane Katrina distributions from an IRA.

Workaround

Override the Social Security Benefits Worksheet, line 3, and enter the correct amount.

This situation has been reported to our development team.

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