topic My total social security income is not taxable. Only a portion of it is. in Retirement tax questions

My total social security income is not taxable. Only a portion of it is.

alninge999 — Tue, 30 Jul 2019 17:05:34 GMT

Re: My total social security income is not taxable. Only a portion of it is.

VolvoGirl — Tue, 30 Jul 2019 17:09:04 GMT

What is your question?

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

Social Security is on 1040 line 5a and the taxable amount on 5b.

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 program you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.

Re: My total social security income is not taxable. Only a portion of it is.

VolvoGirl — Tue, 30 Jul 2019 17:10:50 GMT

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 and make sure it’s right.