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Taxable social security worksheet 2024 Form: What You Should Know

Enter below the total of Form 1099-G(A), 1099-MISC and 1099-R if they apply. Inflation adjustments are not considered tax-free. If there isn't enough information to compute more than the amount shown here, enter one. If the amount shown is greater than your total benefits for 2024 (1040A, 1040EZ, 1040A W-2(c)) or you are married, the maximum you can deduct for this year is reduced by 25% of the amount reported as the maximum. If you were married but not divorced, and you are filing an estate tax return, the maximum amounts that are not reduced by 25% do not apply. You can't make more than the amounts shown in the Social Security number column above. Enter: Note: If your spouse gets a pension through any of the following, you must figure out how to report your pensions separately. To learn how you do this, see Pub. 970. For an example and instructions to use this calculator, see our example of calculating taxable Social Security benefits. For information about how to report your own wages, see our instructions on how to report wages.

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