So back to my original question, after I put in my adjusted income in line 1, do I put in the difference between what’s in box 5 of my ssa-1099 form or do I put what’s in box 5? If you follow the instructions to the letter, you put in the full amount. Which would inflate your income by the amount of the adjusted income in line 1.
Since my original post, I noticed in the instructions for worksheet 5 in the instructions for the a co-occupants income, they have you put in the difference between AGI and box 5 of the SSA-1099 form.
See why I’m confused.! I see a lot of people getting jipped out of some rebate money if that is the case.
