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Get your taxes done using TurboTax
What form did you complete? The form on the back of the SSA-1099 Notice 703? You should not use the worksheet on the back of the SSA-1099. It can be complicated to figure out even though it looks simple. Turbo Tax figures it all out for you.
Just enter the amount on the actual SSA-1099 box 5.
Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0
‎January 27, 2025
9:32 AM