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rmcmezie
New Member

How come social security income is not reflect on the Retirement Income Results page, and consequently not shown on total income?

 
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2 Replies

How come social security income is not reflect on the Retirement Income Results page, and consequently not shown on total income?

Did you enter your SSA1099?

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

To see how much of your Social Security was taxable, look at lines 6a and 6b of your 2022 Form 1040

**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.**

How come social security income is not reflect on the Retirement Income Results page, and consequently not shown on total income?

Social Security income only becomes taxable based on the amount of other income that is reported.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

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