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I'm 83 years old with income of social security & small Cal…

I'm 83 years old...

I'm 83 years old with income of social security & small Cal State retirement.

Accountant's Assistant: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.

I need to figure if I have to figure part of soc sec income on my taxes?

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Answered in 2 minutes by:
3/9/2018
lev-tax
lev-tax, Tax Advisor
Category: Social Security
Satisfied Customers: 33,115
Experience: Taxes, Immigration, Labor Relations
Verified

Can you tell me

-- total amount of your social security benefits - from form SSA-1099 box 5

-- total amount of your retirement pension - from form 1099R box 2a

I will help you with determination.

Ask Your Own Social Security Question
Customer reply replied 4 months ago
17064.00 soc sec. 19737.48. Retirement
Customer reply replied 4 months ago
No I do not want To Call. My soc sec income is 17,064.00. My CALPERS is 19,737.48. Is that what you need? Please replay!

Let me run calculations.

Please stay with me.

Ask Your Own Social Security Question

You will report on form 1040

-- your pension

line 16a = 19,737 - from 1099R box 1

line 16b = 19,737 - from 1099R box 2a

-- your social security income

line 20a = $17,064 - from SSA-1099 box 5

line 20b = $1634 <<-- that is taxable part of your social security benefits - from the worksheet

---

Your Adjusted Gross Income (AGI):$21,371

minus Std. Deduction:$7,900

minus Personal Exemptions:$4,050

Taxable Income$9,421

Please verity. Let me know if that helps.

lev-tax
lev-tax, Tax Advisor
Category: Social Security
Satisfied Customers: 33,115
Experience: Taxes, Immigration, Labor Relations
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Category: Social Security
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