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Retirement tax questions
Do you get Social Security or SSDI?
Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
After you enter it keep going. There are follow up questions you need to answer. Especially look for if you lived in a Foreign country. Should be No.
Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:
Married Filing Jointly: $32,000
Single or head of household: $25,000
Married Filing Separately: 0
Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.
March 15, 2026
3:31 PM