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jeeturbo2017
New Member

Why would Social Security benefit line 20b increase when I only amended my FED. to increase line 15b (IRA distribution)?

Line 15b was increase by 2,139, which is an additional IRS Distribution that was omitted the first time filing.

I prepared an  amended the Fed line 15b for the gross of the distribution.  

Line 20a ( Social Security benefit did not change, BUT 20b increased by 1,818..

1 Best answer

Accepted Solutions
dmertz
Level 15

Why would Social Security benefit line 20b increase when I only amended my FED. to increase line 15b (IRA distribution)?

The amount of your Social Security income that is taxable depends on the amount of your other income.  $1,818 equals 85% of $2,139 and is exactly the amount that the taxable amount of your Social Security income would be expected to increase.

View solution in original post

2 Replies
Lisa995
Level 12

Why would Social Security benefit line 20b increase when I only amended my FED. to increase line 15b (IRA distribution)?

15a is the gross, 15b is the taxable distribution, if 15b has additional income, that  makes the taxable amount of social security increase as well.
♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
dmertz
Level 15

Why would Social Security benefit line 20b increase when I only amended my FED. to increase line 15b (IRA distribution)?

The amount of your Social Security income that is taxable depends on the amount of your other income.  $1,818 equals 85% of $2,139 and is exactly the amount that the taxable amount of your Social Security income would be expected to increase.

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