- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you.
I can see that's the formula being used and I can read the instructions. What I can't reconcile is that the IRS says that Social Security Benefits are not subject to the NIIT. Since the benefits are included in MAGI then clearly, they are included. How can reconcile these two facts?
https://www.irs.gov/instructions/i8960
‎December 21, 2022
1:00 PM