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Retirement tax questions
Yes. This is how to enter your income.
- Open (continue) your return in TurboTax.
- In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
- On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX? answer Yes and select Continue.
- On the next screen, check the box beside Social Security benefits (Form SSA-1099), then enter the amounts from your form(s) in the boxes provided.
Social Security Disability income is usually not taxable but it could be if it is combined with other income. For an example, if you take the full amount of your other income, combine this with 1/2 of your disability income, and if the combined income is between $25,000-$34,000, your disability income could be taxed up to 50%. If over $34,000, it may be up to 85% taxable.
If all you have is Social Security Disability income, then none of this is taxable.
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‎February 27, 2024
12:39 PM