OT: TurboTax-Fidelity Investments Issue

I had an oddity with TurboTax this year where it said I owed the Fed $3,000 more than I actually did. Maybe it was their fault with you.

Being "poor" has it's advantages , we haven't made enough to have to file state or federal forms for several years now .

I am poorer by Delaware standards and get a refund because they do not tax social security or first $12,500 of pension. One of my chief gripes is that feds tax social security which we paid as a tax with no promise that we would get anything back.

Actually SS is only taxable (federally) if you have other income above a threshold . Arkansas has state income tax but SS in not taxed here .

Not quite. If you have enough SS you pay tax. You can get $48,000 a year SS if you had a good income. If you wait to age 70 you can get over 60k in SS benefits.

Do I have to pay federal taxes out of my Social Security check? You will pay federal income taxes on your benefits if your combined income (50% of your benefit amount plus any other earned income) exceeds $25,000/year filing individually or $32,000/year filing jointly.