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Retirement tax questions
There is a special circumstance where the taxable Social Security
benefits is calculated on a different form than you might expect.
If you are also contributing to a Traditional IRA, then your taxable Social Security benefits is calculated on the form titled IRA SS Wks. You will see that title in the forms list when you go to Forms Mode using a CD/downloaded version of TurboTax. That worksheet will show you the full calculation.
‎June 3, 2019
11:59 AM