On 1040 Line 6A and 6B lists social security benefits and taxable social security benefits.
In the 1st year of early retirement, my income stopped before social security started and I received $5180 in social security in 2024 4Q. Turbo Tax is showing this as 85% taxable at $4403. I thought this was an exception for the 1st year recipient of social security after income has stopped that social security would not be taxable if income after the start of receiving social security benefits was less than $32000 for joint filers. I had no new income after starting social security. Please clarify. It seems that the timing of income ahead of social security benefits starting does not matter in this regard.
2nd question, I completed the social security benefits worksheet and it shows the taxable amount at 50% $2590. If this is correct, this is no way to manual adjust the turbo tax calculation from 85% to 50%. Is there a way to update 1040A 6B based on the worksheet. Thanks,
