Household Income. Social Security Payments Not Included in Federal AGI. Where does the TurboTax figure entered source from?

[SweetieJean]

Household Income for what purpose? A state return?

[emo1]

Yes, household income for NY State return.

[emo1]

Thank you. My SocSec is taxable. My confusion is in the wording. SS payments not included in Fed Adjusted Gross Income. I don't know what payments or amt that "not included" is referring to.

[PhyllisG · Accepted solution]

TurboTax on-line does not provide the Social Security worksheet in order for you to determine if your social security earnings are taxable.  I have attached Notice 703, which is a worksheet that helps you make that determination.

Generally, if social security is your only income, then it is not taxable.  However, if your combined income is above a certain limit ($25,000 for Single, Head of Household, and Qualifying Widow or Widower with a dependent child; $25,000 for Married Filing Separately; $32,000 for joint filers who lived together for any part of the year.) then at least some of the social security is included as taxable income.

[emo1]

Thank you. I'm now clear.

[PhyllisG]

You are welcome.  Thank you for using TurboTax