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No taxes on Social Security

Hello - 

When I entered my Social Security, the app showed no taxes due.  Check.

When I added my 1099R, I was taxed on the full amount at the 12% rate.  So my question is, if Social Security is not taxable is it included in my total taxable income?  Something is off - we should have gotten the standard deduction of $34,700 and paid the tax on the difference between my 1099R and the $34,700.  It's like I didn't get my standard deduction at all.  Any help understanding this is appreciated.

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No taxes on Social Security

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

Look at your Form 1040 -

You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

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