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On IRS form 1040 line 20 taxable SS benefits. My wife draws
On IRS form 1040 line 20 taxable SS benefits. My wife draws SS benefits, I am still working, have a 403b retirement, do I use the 590-A form to figure?… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
Are you with turbotax. What goes on line 20b. Line 20a is SS
are you with turbotax JA: The Accountant will know how to help. Please tell me more, so we can help you best. Customer: what goes on line 20b JA: Is there anything else important you think the Account… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,292 satisfied customers
The directions on form 8962, line 20a and 20b state "4.Enter
The directions on form 8962, line 20a and 20b state "4.Enter the excess, if any, of Form 1040, lines 20a over 20b. I am confused with the 20a over 20b. What does this mean? … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
I am trying to figure out the adjustment amount on CA Form
I am trying to figure out the adjustment amount on CA Form 540 for line 20b. The individual had SS benefits of $17,674. I don't know what the schedule is to report for CA. For 2014, they had benefits … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,292 satisfied customers
On the attached PDF my client had a lumpsum disability
On the attached PDF my client had a lumpsum disability benefit out of which certain amount was for 2015. Can you please check and let me know from the attachment if the lines on 20a and the LSE has be… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
Do we have to claim our ss benefits on our federal tax as
do we have to claim our ss benefits on our federal tax as earned income … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
I am filling out form 8962 and not sure of a few things. I
I am filling out form 8962 and not sure of a few things. I came to the question on worksheet 1-1 line 4 what does that mean which one do I use. Which states lines 20a over 20b, my 20a is 20,051 and 20… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
I need help with form 8962, line 2a. Am I supposed to subtract
I need help with form 8962, line 2a. Am I supposed to subtract form 1040, line 20b from form 1040, line 20a ?… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
On SSA-1099 Box 6 I have $7632 withheld from my Social Security
On SSA-1099 Box 6 I have $7632 withheld from my Social Security benefits. Where do I show that on the 1040 tax form? Last year I put it on line 62. The IRS did not allow it.… read more
Tax.appeal.168
Tax.appeal.168
Principal
4,900 satisfied customers
in my 1099 you have income 25,000 disability social security
in my 1099 you have income 25,000 disability social security benefits; I received this money because I used to work ; this is not SSI, this is like disability insurance then my cpa file 1040 for me, i… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
I filed my 2011 tax on time but didn't have money i owed. i
i filed my 2011 tax on time but didn't have money i owed. i have since found out that i didn't have to declare my full ss income is this true an is it to late to do anything about it… read more
Phillip B, EA
Phillip B, EA
Tax Advisor
Bachelor's Degree
570 satisfied customers
Im just finishing my income taxes. I cant figure out what
I'm just finishing my income taxes. I can't figure out what to do with social security benefits. My adjusted gross income is 29K and I didn't do anything about my social security benefits of 19K. Do I… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
MY HUSBAND HAS STARTED DRAWING DISABILITY THIS YEAR. HIS SSA-1099
MY HUSBAND HAS STARTED DRAWING DISABILITY THIS YEAR. HIS SSA-1099 IN BOX 5 IS $9,275.00. WE EARNED LESS THAN $32,000.00 THIS YEAR SO IS INCOME IS NOT TAXABLE....CORRECT? WHERE DO I ENTER HIS INCOME? A… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,197 satisfied customers
I converted a regular IRA to a Roth IRA in 2010. The tax on
I converted a regular IRA to a Roth IRA in 2010. The tax on the conversion will be paid in 2011 and 2012, if I don't recharacterize by October 17. How will the tax be calculated as it did not appear o… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
Tax payer withdrew from Soc Sec in 2008. Reapplied in 2010
Tax payer withdrew from Soc Sec in 2008. Reapplied in 2010 and paid back $109k (all benefits from 2002 (age 62 to age 68).2010 Soc Sec 1099 in Box 3 =30K. Box 4 = 109K. Box 5 = neg 79K. IRS instructs … read more
Stephanie B.
Stephanie B.
Accountant
Master's Degree
556 satisfied customers
In 2005, if our social sceurity income totaled $28,678, ...
In 2005, if our social sceurity income totaled $28,678, what should our taxable income be?… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
I recently heard an advertisement for a seminar and it ...
I recently heard an advertisement for a seminar and it there ways of avoiding income taxes on my social security disability payments How does this work?… read more
Sandi Hargrove, SkyHawks
Sandi Hargrove, SkyHawks
Master Tax Pro and Enrolled Agent
Master Degree
1,254 satisfied customers
if I earn 898 per month from disability and i close one of ...
if I earn 898 per month from disability and i close one of my mother IRAs worth $22282. how much money am I paying taxes on… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,308 satisfied customers
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