Why does amended return line 1 go up by $6,416 when I amend to add an IRA RMD 1099-R for only $3,467.97 (with $762.95 taxes withheld on RMD)?

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1 Best answer

Level 15

Jun 3, 2019 4:34:13 PM

Do you also collect Social Security? More of it may have become taxable as a result of the increase in (other) income.

Level 15

Jun 3, 2019 4:34:13 PM

Do you also collect Social Security? More of it may have become taxable as a result of the increase in (other) income.

Level 15

Jun 3, 2019 4:34:18 PM

Line 1 going up by 1.85 times $3,468 indeed indicates that this RMD income indeed increased taxable Social Security income by $2,948.