JohnB5677
Expert Alumni

Retirement tax questions

I'm not sure I understand, but I'll try.

 

  • You have $25,000 in social Security
  • Your wife earned $25,000

You can see a copy of your tax return and it may answer you question

 

From the left sidebar

  1. Select Tax tools
  • You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar.
  • You will then clearly see Tax Tools
  • Click the arrow to up to see additional options
  1. Click Tools
  2. A Menu will pop up
  3. Select View tax summary
  4. On the left panel click Preview my 1040
  5. You wife's income is on line 1a
  6. The social security is on line 6a

Some Key numbers to compare:

  • 11 Adjusted Gross Income
  • 12 Deductions
  • 15 Taxable income
  • 16 Tax
  • 33 Total Payments
  • 34 Overpayment
  • 35a Refund
  • 37 Amount you owe

Please reach out again if you have additional questions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"