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Level 2
posted Apr 8, 2024 9:31:50 AM

Estimated Taxes and Form W-4 Worksheet in 2023 TurboTax

In the Estimated Taxes and Form W-4 Worksheet in TT Home & Business:  How do I enter Social Security & Medicare benefits?  Thanks for your help!

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1 Best answer
Expert Alumni
Apr 8, 2024 4:21:36 PM

You would enter your social security benefits as Other Income and losses. Up to 85% of your social security benefits can be taxable, but it could be far less depending on your income. I suggest you look at your 2023 taxable social security on line 6(b) of your Form 1040 to see what the taxable amount was last year as a guide for what to enter there.

 

 

To view your form 1040 and schedule 1 to 3:

 

  1. Choose Tax Tools from your left menu bar in TurboTax Online
  2. Choose Tools
  3. Choose View Tax Summary
  4. See the Preview my 1040 option in the left menu bar and click on it
  5. Choose the Back option in the left menu bar when you are done 

3 Replies
Expert Alumni
Apr 8, 2024 4:21:36 PM

You would enter your social security benefits as Other Income and losses. Up to 85% of your social security benefits can be taxable, but it could be far less depending on your income. I suggest you look at your 2023 taxable social security on line 6(b) of your Form 1040 to see what the taxable amount was last year as a guide for what to enter there.

 

 

To view your form 1040 and schedule 1 to 3:

 

  1. Choose Tax Tools from your left menu bar in TurboTax Online
  2. Choose Tools
  3. Choose View Tax Summary
  4. See the Preview my 1040 option in the left menu bar and click on it
  5. Choose the Back option in the left menu bar when you are done 

Level 2
Apr 8, 2024 5:39:29 PM

Thanks.  So another question would be:  How to enter the Medicare deduction?

I should have included this question!

Thanks again for your help!

Expert Alumni
Apr 9, 2024 9:55:33 AM

I'm not sure why you would enter a medicare deduction into the section for estimated taxes.  Medicare benefits are not taxable income so they do not need to be taken into account when calculating your taxes and medicare deductions from your income do not effect taxable income.

 

@gdahlin