Taxable Social Security worksheet

[dmonplaisir]

Is there an IRS work sheet that I can use to estimate the effect additional income would have on taxable Social Security in the future?

[RaifH]

Yes, the IRS has provided several worksheets for calculating the taxable amount of Social Security. This one will work for most people, but certain situations like receiving a lump sum benefit will require that you use the worksheet below that one.