 | Worksheet To See if Any of Your Social Security Benefits Are Taxable - If you are filing a joint return, be sure to include any amounts your spouse received when entering amounts on lines 1, 3, and 4 below.
| | | | | | | | | | | | 1. | Enter the amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099 | 1. | | | | | 2. | Is the amount on line 1 more than zero? | | | | No. | | None of your social security benefits are taxable. | | | Yes. | Enter one-half of line 1 | | 2. | | | 3. | Enter your total wages, salaries, tips, etc., from Form(s) W-2. Also, include any taxable unemployment compensation and Alaska Permanent Fund dividends you received (see the instructions for line 3 above) | | 3. | | | 4. | Enter your total interest income, including any tax-exempt interest | | 4. | | | 5. | Add lines 2, 3, and 4 | | 5. | | | 6. | If you are: • Single, enter $25,000 |  | | 6. | | | | • Married filing jointly, enter $32,000 | | 7. | Is the amount on line 6 less than the amount on line 5?
| | | | No. | None of your social security benefits are taxable this year. You can use Form 1040EZ. Do not list your benefits as income. | | | | Yes. | | Some of your benefits are taxable this year. You must use Form 1040A or 1040. | |
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