DawnC
Expert Alumni

Retirement tax questions

Take a look at your Form 1040.  You said you show a credit on Schedule 3 (line 11) - that credit is transferred to your Form 1040, line 18d.  

 

Your total tax liability is found on line 16.   The amount of the credit for excess social security is subtracted from that amount and is reflected in the Refund section (line 20-21) of your Form 1040.      @kgrace

 

 

 

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