Question:
Dominique is single. She is filling out the Social Security worksheet so she can determine the amount of her Social Security benefits that she will pay federal income tax on. Fill in the following lines which were taken from Dominique's tax information.
€¢ Line 1-she received $28,922 in Social Security benefits.
€¢ Line 3-the total of her other sources of income is $52,888.
€¢ Line 4-the amount from line 8b is $300.
€¢ Line 6-the total to enter is $3,211.
a-n. Fill in the correct entries for the rest of the lines on her Social Security worksheet.
p. How much of Dominique's Social Security benefit must she pay Federal income tax on?
Social Security Benefits Worksheet-Lines 20a and 20b
Transcribed Image Text:
1. SSA-1099 and Enter the total amount from box 5 of all your Forms Forms RRB-1099. Also, enter this amount on Form 1040, line 20a.... 1 3. Enter the total of the amounts from Form 1040, lines 7, 8a, 9a, 10 through 14, 15b, 16b, 17 4. Enter the amount, ifany, from Form 1040, line 86 6. Enter the total of the amounts from Form 1040, lines 23 through 32, plus any write-in 7. 3. $52,888.00 4. $300.00 adjustments you entered on the dotted line next to line 36.......... Is the amount on line 6 less than the amount on line 5? 6. $3,211.00 No None of your social security benefits are taxable. Enter -0-on Form 1040, line 20b. □Yes. Subtract line 6 from line 5............................................。 7· 8. If you are e Married filing jointly, enter $32,000 e Single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 2008, enter $25,000 8. e Married filing separately and you lived with your spouse at any time in 2008, skip lines 8 through 15, multiply line 7 by 85% (.85) and enter the result on line 16. Then go to line 17 9. Is the amount on line 8 less than the amount on linc 7? No. None of your social security benefits are taxable. Enter -0- on Form 1040, line 20b. If you are married filing separately and you lived apart from your spouse for all of 2008, be sure you entered "D" to the right of the word "benefits" on line 20a. Yes. Subtract line 8 from line 7 Enter: $12,000 if married filing jointly; $9,000 if single, head of household, qualifying widow(er), or married filing separately and you lived apart from your spouse for all of 200810. . .. . . ..._.......... 9 10. 11. Subtract line 10 from line 9. If zero or less, enter -0 12. Enter the smaller of line 9 or line 10 . ..._....... 11 12. 14. Enter the smaller of line 2 or line 13........... . . 14. 15. Multiply line 1 l by 85% (.85). If line l 1 is zero, enter-0- .. . . . . . . . . . . . . . . . . . . . . . . . . . . 15. 17. 18. Multiply line 1 by 85% (.85) 17. Taxable social security benefits. Enter the smaller of line 16 or line 17. Also enter this amount