[Event] Ask the Experts: Navigating Retirement Taxes

Did you use the 703 worksheet on the back of the SSA-1099?   The 703 is a worksheet for you to see how much of SS is taxable but it can be tricky to fill out and you might not come up with the right amount.


And on your other posts I figured you over reported the taxable amount on line 6b by $8.  How much more refund did you get?