3069285
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do I enter Social Security income when figuring estimated taxes?

I'm using TT Premier on a Windows PC to compute my estimated taxes for 2023 (under "Federal taxes, other tax situations, other tax forms"). Where do I enter Social Security income? There are places to enter wages, investment income, self-employment income, and then all other income is lumped together in "other income." From what I understand, SS income is taxed differently, so it doesn't make sense to enter under "other." Where do I enter SS income to get the best estimate of my 2023 taxes?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

Where do I enter Social Security income when figuring estimated taxes?

I would enter 85% of Social Security under other.  That is the max taxable amount.  How much was taxable in 2022 on line 6b?

 

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

 

 

Where do I enter Social Security income when figuring estimated taxes?

This is the first year we're receiving SS benefits, so there is nothing to look at on our 2022 return.

 

For now, I did put 85% of SS in "other" income. I just expected that TT would be able to handle it better, like it does with investment and self-employment income.

Where do I enter Social Security income when figuring estimated taxes?

Well it is just an estimate.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question