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Level 1
Jan 26, 2022 9:27 PM UTC
Question

Taxable Social Security worksheet

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?

    1 reply

    Alumni - Intuit
    Jan 26, 2022 9:36 PM UTC

    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.