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Retirement tax questions
The IRS will not have Social Security worksheets available for tax year 2022 to calculate the amount of benefits that are taxable until late in 2022.
You can use the worksheets in IRS Publication 915 for tax year 2021 to get a good estimate based on the 2022 benefits and income you expect to receive in 2022 - https://www.irs.gov/pub/irs-pdf/p915.pdf
You can also use the TurboTax calculator TaxCaster to estimate your taxes owed or your tax refund. The calculator uses tax year 2021 rules but will be very close to 2022 - https://turbotax.intuit.com/tax-tools/calculators/taxcaster/
‎June 24, 2022
12:37 PM
7,703 Views