Retirement tax questions

You should not use the worksheet on the back of the SSA-1099.  It can be complicated to figure out even though it looks simple.  Turbo Tax figures it all out for you.

 

When you enter 1/2 of your ss on line B it is not being subtracted from anything.  It is being ADDED to ALL your other income to see if any of the ss will be taxable to you.

 

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the right side.

 

Here's an alternate way to print by opening the filed return back up to print at the Print Center, where you can also get the worksheets.

 

Log in and at the Tax Home or in the section Your Tax Returns & Documents for 2020, look for a link Add a State.  Click on Add a State.  (you don't really add one.  That's just to open your return back up.)

 

After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.

Then choose Print, save, view this year's return.

The next screen should offer some options:  Just my tax returns or include government worksheets (optional), or include government and TurboTax worksheets (optional.)

 

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