@ldruth61 wrote:
Yes, pension is taxable income but not when taxing SS benefits. It does not count as earned income towards having your SS taxed
Please review IRS Publication 915, specifically:
Are Any of Your Benefits Taxable?
To find out whether any of your benefits shown on Forms SSA-1099 and RRB-1099 may be taxable, compare the base amount (explained later) for your filing status with the total of:
-
One-half of your benefits; plus
-
All your other income, including tax-exempt interest.
Exclusions.
When making this comparison, don’t reduce your other income by any exclusions for:
-
Interest from qualified U.S. savings bonds,
-
Employer-provided adoption benefits,
-
Interest on education loans,
-
Foreign earned income or foreign housing, or
-
Income earned by bona fide residents of American Samoa or Puerto Rico.
https://www.irs.gov/publications/p915#en_US_2024_publink100097869
It does not say earned income, it says all other income.
If you continue to disagree, feel free to try and find a different tax preparer who will calculate it your way.
Cheers.
