The taxable amounts from retirement/pension distributions reported on a Form 1099-R are included as income to determine the taxable amount of your SS benefits. (Form 1040 Lines 4b and 5b)
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
- Married Filing Jointly - $32,000
- Single or Head of Household - $25,000
- Married Filing Separately - 0
