Retirement tax questions

Any Social Security benefits can be taxable IF you have other income.   If your only income is Social Security you do not even have to file a tax return.    If you are filing a tax return, you need to enter your SSA1099

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

You will see how much of the SS was taxable by looking at lines 6a and 6b of your Form 1040.

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