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New Member
posted Jan 24, 2020 6:52:46 PM

When i do the calulation on ss only 5264. is taxable.

0 2 386
2 Replies
Expert Alumni
Jan 24, 2020 7:06:58 PM

The program uses the information it knows as it changes numbers. Social security taxable portion is based on total income.  Would you please reply and clarity your question if you need more help?

Level 15
Jan 24, 2020 7:12:32 PM

You should not use the worksheet on the back of the SSA-1099.  It can be complicated to figure out even though it looks simple.  Turbo Tax figures it all out for you.

 

When you enter 1/2 of your ss on line B it is not being subtracted from anything.  It is being ADDED to ALL your other income to see if any of the ss will be taxable to you.

 

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the right side.

 

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