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February 5, 2020

Taxability of social security benefits when only other income is retirement benefits exceeding $25.000

  • February 5, 2020
  • 1 reply
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TP received $26,800 in SSA benefits in 2019. Only other income was $29,000 in state retirement benefits. ProSeries says $12,800 of SSA benefits are taxable. Where can I find a worksheet or the rules without wandering through IRS.gov?

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    1 reply

    IRonMaN
    IRonMaN
    Level 15
    February 5, 2020

    At that bottom of the Social Security worksheet you will find a calculation worksheet.

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