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Retirement tax questions
The Social Security Benefits Worksheet is created within TurboTax when any Social Security benefits are entered.
If you are using a CD/downloaded version of TurboTax, you can view the worksheet using Forms Mode by clicking Forms in the upper right corner of the screen. Look for Social Sec in the forms list on the left.
If you are using TurboTax Online, the worksheet can be viewed or printed after you have paid for your return.
A blank copy of the worksheet can be found in the IRS Instructions for Form 1040. Use this link and scroll down a bit: Social Security Worksheet
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‎February 21, 2022
8:10 AM