topic I need to find my non taxable social security and railroad retirement board benefits. How do I find that figure? in Retirement tax questions

I need to find my non taxable social security and railroad retirement board benefits. How do I find that figure?

obiebuck — Fri, 20 Mar 2020 16:27:28 GMT

Re: I need to find my non taxable social security and railroad retirement board benefits. How do ...

BillM223 — Fri, 20 Mar 2020 17:05:22 GMT

Your total Social Security benefits are found in line 5a on your 1040. Your taxable Social Security benefits are in line 5b. So your nontaxable benefits are the difference between the two.

The same is true with the railroad retirement benefits reported on form RRB-1099.

Re: I need to find my non taxable social security and railroad retirement board benefits. How do ...

Cos2ferry — Wed, 08 Jul 2020 23:12:09 GMT

i HAVE NO 10400

Re: I need to find my non taxable social security and railroad retirement board benefits. How do ...

VolvoGirl — Wed, 08 Jul 2020 23:16:41 GMT

The 1040 or 1040SR is your tax return. Line 5a is total Social Security and line 5b is the Taxable amount. Have you filed yet?

How to preview your return before filing. If you want to see all the forms you have to pay any fees first.
https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

Here is a screen shot of it

Re: I need to find my non taxable social security and railroad retirement board benefits. How do I find that figure?

phildon — Sat, 15 Jan 2022 18:20:37 GMT

I entered my social security benefits and for some unknown reason it is showing the taxable to be only 28%. Last year it was 85%.

Re: I need to find my non taxable social security and railroad retirement board benefits. How do I find that figure?

VolvoGirl — Sat, 15 Jan 2022 18:35:35 GMT

@phildon Did you income go down from last year? And check your SSA-1099 entries. Maybe you entered box 5 wrong.

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

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 left side.