@Spiritofeagles1 You will receive a 1099R for the money you take out of your IRA. They send them out in late January/early February. You have to enter the 1099R into your tax return. You receive a SSA1099 from Social Security---they mail that to you in January. You must enter that SSA1099 into your tax return also.
You have not mentioned your filing status. Are you filing Single, Married filing Jointly, or Married Filing Separately? The amount of your Social Security that becomes taxable will be affected by your filing status. If you file Married Filing Separately, 85% of your SS will automatically be taxable if you have income from your IRA.
When you prepare your tax return you will see how much of your Social Security was taxable on line 6b of your Form 1040.
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