State taxes

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Do I just subtract my social security income from my total income when determining my state tax in California, since California doesn't tax social security?

Opus 17Answer

Level 15

If you are doing some estimates and tax planning, then yes, Social Security is not taxed in California. If you are filling out a return on paper, you should follow the California instructions. You are probably supposed to list your total federal income and then show the Social Security subtraction on a separate line. If you are using TurboTax, just enter all of your income in the federal section and answer all the questions and TurboTax will take care of the subtraction on your state return automatically.

xmasbaby0

Level 15

No. All you need to do is enter your SSA1099 into the federal software. Information flows from the federal return to the state return. TurboTax will follow all of your state's laws pertaining to Social Security; your SS will not be taxed by CA.

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

**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.**

Opus 17

Answer

Level 15

frankiettAuthor

Level 2

Thank you, yes I am doing some retirement tax planning I need and running estimates on different income levels. I would also assume for estimates I would also deduct the standard deduction and senior exemptions from the total income as well. Correct?? I am using the state supplied calculator and it only asks for a single entry for income amount. That is why I wanted some clarity on the correct number to enter.