[Event] Ask the Experts: Navigating Retirement Taxes

You do not have to calculate it if you enter your SSA1099's correctly.   The software does all of the calculations for you.    If you are filing a joint return, you need to make sure you enter each SSA1099 under the correct spouse's name.  And watch carefully for the screen that asks if you had income from a foreign country---that screen messed a lot of people up.   Check your Form 1040 and make sure that you see amounts on lines 6a and 6b.

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