Have a Tax Question? Ask a Tax Expert
Filing requirements usually starts from income $10350 Can you verify what amount is reported on form 1099R boxes 1 and 2a,
and also what the total amount of your social security benefits?
I will help you with determination.
Considering your information
- assuming you are single, below 65
- you are required to file
- your social security benefits will NOT be taxable in this situation
- your ONLY taxable income is 18384.30 from box 2a 1099R
Your tax liability on that distribution is estimated as $800
minus any amount withheld - see form 1099R box 4Let me know if you need any help with reporting.
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