Tax and Interest Deduction Worksheet - Nontaxable Income

[mweb0854]

I am reviewing my 2022 1040-SR Forms. On the Tax and Interest Deduction Worksheet , there is an entry for "Nontaxable income entered elsewhere on return" (Section 1, a.Available income, line (2)).

I have checked everything, but I can't back into that number. How is that amount calculated? Thanks.

[JulieS · Accepted solution]

"Nontaxable income entered elsewhere on return" (Line 1, a  (2)) is:

• Tax-exempt interest from line 2a of Form 1040, 
• plus total non-taxable combat pay from Forms W-2 & W-2G Summary, 
• plus total non-taxable clergy housing allowance, 
• plus non-taxable IRA and pension benefits for taxpayer and spouse from lines 40 and 41 on Form 1099-R Summary, 
• plus the total of Social Security Benefits reported on line 1 of the Social Security Benefits Worksheet minus the taxable portion of Social Security benefits on line 20 of the Social Security Benefits Worksheet.
   

[mweb0854]

Incredible! I matched the number exactly. Thank you so much!