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

BACKINTHEDAY
Level 1

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 Comment 1
IRonMaN
Level 15

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


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