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Get your taxes done using TurboTax
2021 was my first full year of receiving social security benefits.
After roth conversions in both years my "total income" was very close - 2020 2021.
I was pleasantly surprised that my tax was 1/3 of what it was in 2020. (just 3 months of SS in 2020)
I used turbo tax premier for both years. It seemed to figure Social Security & Medicare related quite nicely.
In retirement it is really good to have a plan and to pay attention to all the brackets that affect you!
March 9, 2022
2:48 PM
590 Views