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Retirement tax questions
The amount of your SS benefit that is taxable is calculated in accordance with the details in IRS Pub. 915, which you can find here:
https://www.irs.gov/pub/irs-pdf/p915.pdf
If you are using the worksheet on the back of your SSA-1099 and getting a different result than Turbotax gets, then you have a mistake in your calculations. For whatever reason, most people who use that worksheet get the wrong answer.
https://www.irs.gov/pub/irs-pdf/p915.pdf
If you are using the worksheet on the back of your SSA-1099 and getting a different result than Turbotax gets, then you have a mistake in your calculations. For whatever reason, most people who use that worksheet get the wrong answer.
‎June 6, 2019
4:21 AM