How do I see the social security benefits worksheet used in my return?

[xmasbaby0]

You do not need to mess with the worksheet that is on the back of your SSA1099.   Just enter the amounts from your SSA1099 and allow the software to do its job.  The software will do all of the calculations.  

As for looking at the forms---you do not have access to the forms or schedules while you are preparing your return using online TurboTax.  Online does not have Forms mode.  Forms mode is only a feature of the CD/download software.   If you are using the CD/download you can switch to Forms and look at the worksheets while you are working on your return.  If you are using online, the worksheets will be printable after you pay your fees.

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

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)  For 2024, $22,320.

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 2023 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.

The tax laws for 2024 will change——for  tax year 2024 Missouri and Nebraska will no longer tax SS

[rjs]

In TurboTax Online the only way to see the worksheets is to "print" your tax return (create a PDF). The tag below your question indicates that you are using TurboTax Free Edition. If that's correct, you can print your tax return without paying any fees, but you will have to register if you have not done so already. See the FAQ below for instructions to preview your tax return. When you go to the Print Center, select the option to "Include government and TurboTax worksheets." The Social Security Benefits Worksheet will then be included in the PDF.

How do I preview my TurboTax Online return before filing?