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Retirement tax questions
Thank you MaryK4. I have no SSA for 2023. Should I enter zero in Box 5?
For "Taxable Social Security benefits in 2023" enter zero there as well?
After I enter these amounts (for 2023 and 2022) the total federal tax due is still $13,000. It made no difference. I was expecting the Federal tax Due to drop. Does it recalculate later? Do I need to look into filing separately instead of jointly? What can I look at to decrease the Tax due? I appreciate your help!
‎January 26, 2025
3:01 PM