To find out whether any of your benefits shown on Forms SSA-1099 and RRB-1099 may be taxable, compare the base amount for your filing status with the total of:
1. One-half of your benefits; plus
2. All your other income, including tax-exempt interest.
Exclusions
When making this comparison, don’t reduce your other income by any exclusions for:
• Interest from qualified U.S. savings bonds,
• Employer-provided adoption benefits,
• Interest on education loans,
• Foreign earned income or foreign housing, or
• Income earned by bona fide residents of American Samoa or Puerto Rico
See IRS Publication 915 - Whether or not your Social Security income is taxable depends on your total income, including your Social Security plus any other income. Generally speaking, if your only income is Social Security, you probably don't make enough money to be required to file a federal tax return.
TurboTax Video @tigerangel7 - You can enter the same information you entered into TurboTax into the IRS Interactive Tax Assistant to verify.
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