How do I access calculations TT made for entries on my 1040? E.g. SocSec benefits differ from my Form SSA-1099?

[freed51]

Also, I'd like to see the calculation of the taxable amount of SocSec benefits.

[xmasbaby0]

Why do you say your SS benefits are different from the amounts shown on your SSA1099?   If you think SS made a mistake with your SSA1099 you will have to sort that issue out with Social Security.  You cannot change what you enter---that SSA1099 is what SS sent to the IRS.

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

There will be a worksheet in the pdf of your return.  And.....TurboTax is quite effective in using the amount from your SSA1099 and calculating how much of your SS was taxable..   Sometimes users try to use that worksheet on the back of the document and find out that is a lot trickier to use than it appears.

TAX ON SOCIAL SECURITY

Up to 85% of your Social Security benefits can be taxable on your federal tax return.  There is no age limit for having to pay taxes on Social Security benefits if you have other sources of income along with the SS benefits.  When you have other income such as earnings from continuing to work, investment income, pensions, etc. up to 85% of your SS can be taxable. 

 What confuses people about this is that before you reach full retirement age, if you continue working while drawing SS, your benefits can be reduced if you earn over a certain limit. (For 2019 it was $17,640— for 2020 it was $18,240; for 2021 it was  $18,960.  For 2022 it was  $19,560  —  for 2023 $21,240)

After full retirement age, no matter how much you continue to earn, your benefits are not reduced by your earnings; your employer will still have to withhold for Social Security and Medicare.  If you work as an independent contractor then you will pay self-employment tax for Social Security and Medicare.

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

https://ttlc.intuit.com/questions/1899144-is-my-social-security-income-taxable

https://www.irs.gov/help/ita/are-my-social-security-or-railroad-retirement-tier-i-benefits-taxable

You need to file a federal return if half your Social Security plus your other income is $25,000 when filing single or head of household, or $32,000 when filing married filing jointly, $0 if you are filing married filing separately.

Some additional information:  There are 11 states that tax Social Security—Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, Rhode Island, Utah, and Vermont  These states offer varying degrees of income exemptions, but two mirror the federal tax schedule: MN and VT.

[freed51]

Thank you for your thoughtful and clear reply. More generally, I’m trying to get at this. I used to be able to pull up all of the worksheets that TT used in creating my tax forms and schedules. In this specific case, I’d be able to see the worksheet calculations that produced the taxable SocSec amount. But now I don’t see how to access that and other background worksheets. Can you tell me how to do that?

[xmasbaby0]

If you are still in the midst of preparing your tax return using online software, you do not have Forms mode with online.  Forms mode is a feature of desktop software only.   If you already finished preparing your return, then you can print it out with the worksheets.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-get-a-copy-of-a-return-i-filed-thi...