Retirement tax questions

All you do is enter the 1099R you will get for the RMD.  Then it will ask you if it is the RMD and how much.  But the RMD info doesn't go on your tax return unless you didn't take out the full RMD and need to pay a penalty.  Are you asking about the Social Security increase for Medicare deduction the IRMAA?  There's nothing you can do about that.  It is based on all your income.  

 

If you do get SS......Up to 85% of Social Security 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