Retirement tax questions

The taxable part of your pension will be on the 1040 line 5b and that comes form how you answered the question in the 1099-R interview.

 

The taxable SS is on the 1040 line 6b.   Depending the amount of other income 0-85% of SS might be taxable.  the calculation is on the "Social Security Worksheet".   You can view the forms in the forms mode.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**