SSA-1099-SM following the instructions attached to it , Notice 703 that is on the SSA 1099 SM Worksheet
A. enter the total from Box 5
B. Multiply x .50 and enter on E.
Part of your ss maybe be taxable if 1, 2, 3 applies
and NONE of these apply, so the benefits are not taxable
But if none of your benefits are taxable but you must file a tax return - enter the total amount from A on the tax return
I had already entered my W-2 total in Turbo Tax and see a refund
After entering the total from SSA-1099-SM Box 5 on the tax return it lowered the refund by almost $300, so how is it that the SSA amount was not taxable and yet entering it on the tax return it appears it is taxable?
This is confusing.
