TAXMAN Posted April 17, 2019 Report Share Posted April 17, 2019 Someone who has time can you check me on this. TP is single all years. agi per year is 2015=1917, 2016=4416, 2017=20 per IRS transcripts and tp's returns. TP was disabled all years. SS form BOX 5 is 77954. SS form box 3 2015=4382, 2016=26292,2017=26376 That would leave 20904 for 2018. 2018 tp only income from taxable pension payout of 39290. No prior ss received or reported. If you have time can you run the #'s. I am getting a number in the 20K range as being taxable. Thank you. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted April 17, 2019 Report Share Posted April 17, 2019 Using those 2 numbers alone for 2018, I get total income of 57058 with taxable SS of 17768. Am I misunderstanding your question? Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted April 17, 2019 Author Report Share Posted April 17, 2019 Margaret thank you. I must have one of my sheets messed up. I don't think any of the lump sum should be taxable and only the current year should be dealt with. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted April 17, 2019 Report Share Posted April 17, 2019 I got $17K+ taxable SS using your figures, if I entered properly, and the figure I came up with is exactly 85% of the $20,904 you said was attributable to 2018. Here are the printouts, using a practice return and 2018 planner: Lump sum SSA.pdf 1 Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted April 17, 2019 Author Report Share Posted April 17, 2019 Thanks I have found my error. inadvertently added 2 numbers together. The spread sheets gave me an idea where to look. 1 Quote Link to comment Share on other sites More sharing options...
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