Thanks, I understand that a portion of the SS is taxable. What I do not understand is why the 2 worksheets arrive at a different amount of the SS that is taxable. The jSSBenefits Worksheet for 1040 Line 5 calculates the taxable amount at let's say 8000. However, the SS Recipeints Who Contribute to a Traditional IRA Worksheet PAGE 1 calculates the taxable SS amount at 11,000. That makes no sense to me as it results in a lower allowable IRA contribution which was not reflected nor calculated until I complete the State tax section. Then, all of a sudden the calculation changed dramatically. Since it did not recalculate until the 3rd time I had gone thru the taxes, it makes me suspect that it IS calculating correctly. Also the SS Benefits Worksheet does not have any of the detail on lines 2 thru 19 completed on said worksheet - just line 1 & 20. I recalculated it using excel to confirm that figure. Again, thank you for your assistance 🙂
