ThomasM125
Expert Alumni

Deductions & credits

You would have to add the taxable portion of each spouse's social security benefit to the total of both wage incomes and then divide the total by two. From that amount, you would subtract the income of Jack (his taxable social security plus his wages) to arrive at his addition adjustment. There would be no subtraction adjustment, since Jack has less income than Tom.

 

The taxable amount of social security would be best taken from each tax return, after preparing them separately before the community property adjustment. It would appear on line 6(b) of form 1040.

 

You can see form 1040 while working in the online TurboTax program by using the following menu tabs:

 

  1. Tools
  2. Tax Tools (left side of the menu bar)
  3. View Tax Summary
  4. Preview my 1040 (left menu bar)
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