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Retirement tax questions
The difference in your taxable income is 47,298. Only up to 85% of SS can be taxable, which is only 26,221. So the IRS also increased some other income on your return.
It's very common for the IRS to change some other income which will make more of your SS taxable. Check all the lines on your return.
Maybe you have the wrong amount on line 4b or 5b for 1099R income. And make sure the 1099R amounts are on the right line 4 (for IRA) or 5 (pensions and 401k). If it is on the wrong line the IRS will miss it and say you didn't report it and add it in which will make more of your SS taxable.
‎February 28, 2025
9:51 AM