Retirement tax questions

But you are filing a 2023 tax return?    If you did not file a 2022 return then use zero for AGI.  How are you filing?   Joint or separately?    ALL of your combined income goes on a joint return including the SS.

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

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