Taxable Social Security Calculator
SS Benefits & Filing Status
SS Benefits
Enter the total of all Box 5 amounts from SSA or RRB 1099's
Filing Status
*
MFJ
Single, HOH, MFS and Lived Apart
MFS & Lived Together at Any Time
Other Income
Wages
Line 1z on form 1040
Interest (Taxable and Exempt)
Line 2a + 2b Form 1040
Ordinary Dividends
Line 3b Form 1040
Taxable IRA Distributions
Line 4b Form 1040
Taxable Pensions & Annuiuties
Line 5b Form 1040
Capital Gains or Losses
Line 7 Form 1040
Additional Income
Line 8 Form 1040. From Schedule 1, Line 10.
Adjustments to Income
Educator Expenses
HSA Deduction
Deductible part of SE tax
Self-Employed SEP, SIMPLE, and qualified plans
Self-employed health insurance deduction
Penalty on early withdrawal of savings
Alimony paid, if deductible
IRA Deduction
Calculations
Taxable Social Security Benefits
Hidden
Hidden
Total Other Income
Total Adjustments
Half SS + Other Income - Total Adjustments
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