Hal_Al
Level 15

Get your taxes done using TurboTax

Q. From the 1099-SSA how would one determine what counts as taxable toward the $4700?  

A. You don't get that from the SSA-1099. Social security  only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in Turbotax (TT). TT will determine the taxable portion. See the worksheet at page16 at

https://www.irs.gov/pub/irs-pdf/p915.pdf