DMarkM1
Expert Alumni

State tax filing

Some or none of social security may be taxable depending on the total income for the recipient.  The form 1099-SSA information needs to be entered and TurboTax will do the calculations to determine the level of taxation, if any for those benefits.  

 

Generally, if 1/2 of social security added to the rest of his income totals below $25,000 then none of social security is taxable.  If the total is between $25,000 and 34,000 then up to 50% will be taxable.  If the total is over $34,000 then up to 85% will be taxable.  

 

 Also, yes all W2 income and forms need to be included on the schedule W.  

 

 

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