Ronnell
New Member

Pension used to determine what amount of social security to tax

Hello, I'm doing taxes for an 86 year old lady who had $14,000 in pension distributions (code 7) and that $14k was added to half her social security and caused $2000 of her social security to be taxed.  Everything I read says pension is not considered income for that purpose.  It is a standard distribution from a pension, nothing fancy.  I get she has to pay taxes on the $14k but why is it in the social security tax calculation?