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Retirement tax questions
You do not have to calculate it if you enter your SSA1099's correctly. The software does all of the calculations for you. If you are filing a joint return, you need to make sure you enter each SSA1099 under the correct spouse's name. And watch carefully for the screen that asks if you had income from a foreign country---that screen messed a lot of people up. Check your Form 1040 and make sure that you see amounts on lines 6a and 6b.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎October 22, 2025
2:26 PM