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If your income is modest, it is likely that none of your Social Security benefits are taxable. As your gross income increases, a higher percentage of your Social Security benefits become taxable, up to a maximum of 85% of your total benefits. The TaxAct® program will automatically calculate the taxable amount of your Social Security income (if any).

To view the Social Security Benefits Worksheet:

  1. From within your TaxAct Online return, click Print Center down the left to expand, then click Custom Print.
  2. Check what wish to print (the top section contains individual forms or schedules and the bottom section contains documents or worksheets). You may need to scroll down in the section to locate the items.
  3. Click Print, then click the PDF link. Click the printer icon or save icon (available when you hover your mouse over the bottom of the PDF form) to print or save the PDF copy.

Note. If you see a message indicating you have not paid your return fees, click the View/Pay your return fees link, which will direct you through the Paper Filing steps. Continue through the screens until you have processed the payment for your product fees and then repeat the steps to print.

  1. Click the Forms icon in the toolbar.
  2. Click to expand the Federal folder, then click to expand the Worksheets folder.
  3. Scroll down and double-click Form 1040 Taxable Social Security - Social Security Benefits Worksheet 1.

This worksheet is based on the worksheet in IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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