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Steps To Calculate Your Taxable Social Security Benefits


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Calculate Taxable Social Security Benefits for 2023: A Comprehensive Guide

Steps to Calculate Your Taxable Social Security Benefits

Instructions for Online Worksheet

1. Navigate to the Social Security Benefits Worksheet Online Navigation Instructions page. 2. Download the Worksheet to Determine if Benefits May Be Taxable. 3. Enter your Social Security or Railroad Retirement benefits.

Using Tax Form 1099 or 1042S

1. Obtain a copy of your 1099 or 1042S tax form. 2. Report your Social Security income on your tax return (Form 1040 or 1040-SR, line 6b).

Taxability Determination

If your benefits are not taxable, enter "-0-" on Form 1040 or 1040-SR, line 6b. Otherwise, continue with the calculations.



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