-
Re: Planner - how it handles taxing of Social Security Benefits
Nope, most of us here are retired so over 65. And it's not 50% but up to 85%! Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Marr…2 -
Re: Planner - how it handles taxing of Social Security Benefits
They are the same. The 1040SR is just bigger type and is on 3 pages. 1040 https://www.irs.gov/pub/irs-pdf/f1040.pdf 1040SR https://www.irs.gov/pub/irs-pdf/f1040s.pdf They use the same Instructions ht…2 -
Re: Planner - how it handles taxing of Social Security Benefits
And you can use whichever one you want. If you are using the Turbo Tax Desktop program you can select which one to print. Turbo Tax online automatically gives you the 1040SR if you are 65 or older.1 -
Re: Series EE Savings Bonds
The Treasury used to have a nice bond wizard program (which I miss) but now you have to type in all your bonds into their online site. But you can save it as a htm file and reload it to get the curre…1 -
Re: Medicare Insurance premiums
That should be Schedule A for Medical Insurance.1
