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Enter a SSA-1099, SSA-1099-SM or RRB-1099 under
Federal Taxes on the left side or top
Wages and Income
Then scroll down to Retirement Plans and Social Security
Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button
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
Social Security is on line 6a and any taxable amount on 6b. Any withholding will show up on 1040 line 25b.
Do you have any other income? If not, and your social security is less than $50,000, you do not need to file a tax return.
If you do have other income or if you are married filing separately, then you can enter your SSA-1099 by selecting the following:
If you fall into the following, 85% of your social security is taxable income
If you fall into the following, 50% of your social security is taxable income
Your combined income is calculated by adding your
Social Security Benefits Taxes
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