Anonymous
Not applicable

Other financial discussions

the taxable portion of social security line 5b on 1040 can range from 0 to 85%  .    in TT this is a worksheet that calculates the taxable portion.  unfortunately, since TT is in transition to 2019, the worksheet may not be available to view or print 

 

here's a link to 1040 instructions   page  33 has the worksheet where you can do your own calculation, if desired.   it should be noted that I have not seen any threads were there was a report of an incorrect calculation of taxable social security 

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

 

if line 5a on the 1040 is not the same as box 5 on the SSA-1099 you entered something incorrectly