Level 3

Question

Taxable Social Security Benefits

Forum|Forum|2 months ago
April 15, 2026
3 replies
12 views

My client has a taxable interest amount of $4,450; Combined Social Security benefits of $92,240 on form 1040 line4b; Pension amount on line 5b; and Social Security benefits of $55,560.

The ProSeries worksheet shows that the taxable social security benefit is $0 on line 6b of the form 1040. The IRS agents are saying part of the social security is taxable.

I have checked IRS publication 915 and that was not helpful.

Can any professional agent help?. Thank you.

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ProSeries Professional

Level 15

What year are you talking about? A return has already been filed and a math-error notice received? And how much was the pension?

Level 3

For 2025 form 1040

Level 3

Sorry the pension amount is $9,932

Level 3

If IRA Distributions line 4b is $92,240, then taxable social security is $47,226.

Intuit Community Champion

Intuit Community Champion

@IntuitDavidD66 wrote:

If IRA Distributions line 4b is $92,240, then taxable social security is $47,226.

with that much income, of course you'll have a large portion of SS thats taxable

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Intuit Community Champion

Intuit Community Champion

Until Fred can provide some solid numbers, this is fruitless

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Level 15

@fred2020 The worksheet to compute taxable SS is in the 1040 instructions and I believe with the SSA-1099.

When I review returns I assume 85% of SS is taxable (because for almost all of my clients it is). If I see something different, I investigate.

The more I know the more I don’t know.