DianeW777
Expert Alumni

Retirement tax questions

Yes.  combine the total of all years on Worksheet 4 for 'line 20. Enter the total of the amounts from Worksheet 2, line 21'. 

 

That statement means that if you did NOT have any social security benefits in an earlier year, then the amount would be zero when asked for the taxable benefits in an earlier year..  In other words, if you had no social security benefits in an earlier year, there would be no amount of taxable benefits for the earlier year.

 

@dmm55423

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