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joanh1935
New Member

Do I have to enter the tax adjustment for social security difference between Federal and California amounts?

Is it built into the soft ware?
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VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Do I have to enter the tax adjustment for social security difference between Federal and California amounts?

For Social Security checks you get, just enter it in Federal.   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

Then for California, if any of your SS is taxable on Federal it will be automatically subtracted from the CA return.  So yes it is in the software.  I'm in CA and get SS, it does CA right.  

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2 Replies

Do I have to enter the tax adjustment for social security difference between Federal and California amounts?

What tax adjustment for SS between federal and state are you asking about?   If you have a W-2 then you simply enter your W-2 exactly as it appears.  You do not adjust anything that is on your W-2.   If you are receiving Social Security benefits, CA does not tax Social Security; so all you do is enter your SSA1099 as it appears and it will only be shown on your federal return.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Do I have to enter the tax adjustment for social security difference between Federal and California amounts?

For Social Security checks you get, just enter it in Federal.   Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

Then for California, if any of your SS is taxable on Federal it will be automatically subtracted from the CA return.  So yes it is in the software.  I'm in CA and get SS, it does CA right.  

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