You can use the taxable amount of Social Security in figuring the annualized method. You are quite smart and able to do this! Determine how much of your Social Security was taxed. Use the guideline I gave above but instead of using the full amount, use the 3 months income $8070 minus the non-taxed portion.
Example:
Assume maxed out at 85% taxed.
$8070 x 85% = $6859.50
Use $6859.50 for monthly Social Security instead
Turbo Tax does not enter figures for your annualized income since it can't know if you got a lump sum payment and when.
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