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Retirement tax questions
- 1st quarter AGI - Taxable Social Security =$870 + 3 months of pension income.
- The second quarter income would be 3 months Taxable Social Security $8070 + 3 months of pension + unemployment lump sum amount. The 2nd quarter AGI would be Jan- June total income so 1st quarter AGI + second quarter income
- Third quarter income (July- Sep) - 3 months Taxable Social Security = $870and 3 months pension income. This quarter AGI (Jan-Sep) is 2nd quarter AGI plus 3rd quarter income.
- The fourth quarter, is the easy one, the totals for the year!
Based on the fact that I received all my unemployment in the second quarter?
Does this make more sense? But I cannot find anything to support this,
‎February 22, 2022
8:27 AM