Social Security Benefits Worksheet - Taxable Amount

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:

You need to view the worksheet as a print PDF; if you need help, go to our Printing Your Return and Individual Forms FAQ.

  1. From within your TaxAct return (Desktop), click Forms in the options bar to view Forms Explorer (if it is not already visible).
  2. Click Federal from the dropdown in Forms Explorer, then click the Worksheets dropdown (if it is not already expanded).
  3. Scroll down and click Form 1040 Taxable Social Security - Social Security Benefits Worksheet 1, and it will appear in Forms View.
  4. If an Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first.

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 webpage or document at the time it is accessed.