Retirement tax questions

You might want to look at the IRS Social Security benefits worksheet on how the taxable portion of the SS benefits is calculated - <a rel="nofollow" target="_blank" href="https://apps.irs.gov/app/vita/content/globalmedia/social_security_benefits_worksheet_1040i.pdf">http...>

Also the IRS Form 1040 instructions for Social Security benefits reported on Lines 20a and 20b starting on page 27 of the instructions - <a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=27">https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#pag...>