Len62
Returning Member

Retirement tax questions

What I think I'm going to do is to put $0 for taxable social security in line 6a instead of the amount listed on the 1099. Then I'll simply document the months I made the other income to show that I didn't exceed the special monthly limit for those months I started getting SS, in case of audit. I'm still looking for an IRS form that is used to document this special rule situation.