Internal Revenue Service United States Department of the Treasury
Close Window

ITA and FAQs for Lesson

 Interactive Tax Assistant – Are My Social Security or Railroad Retirement Tier I Benefits Taxable?
 Tax Topic – Social Security and Railroad Retirement Benefits
 FAQs — Social Security Income
 Tax Topics – Social Security and Equivalent Railroad Retirement Benefits

References

 Form 1040
 Form 13614-C, Intake/Interview and Quality Review Sheet
 Publication 17
 
 Publication 4012, Volunteer Resource Guide, Income tab
  • Form SSA-1099 Distributions
  • Form RRB-1099-R Distributions

Optional

 Publication 575, Pension and Annuity Income
 Publication 915, Social Security Benefits and Equivalent Railroad Retirement Benefits

Form RRB-1099, Payments by the Railroad Retirement Board

Form RRB-1099-R, Annuities or Pensions by the Railroad Retirement Board

Form SSA-1099, Social Security Benefit Statement

 Form 1040 Instructions Social Security Benefits Worksheet