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Old Nov 01, 2014, 11:06 AM
cool09 cool09 is offline
Grand Poohbah
 
Member Since: Feb 2012
Location: Eastern MD
Posts: 1,514
Form 1040 Taxable Social Security Worksheet. (SSA-1099 is SSDI total at end of the year.)

My worksheet (ie. SSDI only form of income):
1. 19,440
2. 97200
3. 0
4. 0
5. 97200
6. 0
7. Yes, 97200
8. $25000
9. #8 less than #7? NO (ie. SS not taxable)

http://apps.irs.gov/app/vita/content...heet_1040i.pdf
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Last edited by cool09; Nov 01, 2014 at 11:17 AM. Reason: add
Thanks for this!
Raindropvampire