Social Security Workout

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Social Security Benefits Job Aids from Publication 4012

The following job aids from Publication 4012 and other resources will help you determine the taxable portion of Social Security and railroad retirement benefits and how to report the benefits on the tax return.

Form RRB 1099 Distributions
Form SSA 1099 Distributions

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Workout Resources
Social Security and Railroad Retirement Benefits
- Case Study 1: How Benefits Are Reported to Taxpayers
Finding the Taxable Portion
- Case Study 1: Taxable Social Security Benefits
- Skills Warm Up: Taxable Social Security Benefits
Lump-Sum Benefit Payments
- Case Study 1: Lump-Sum Benefit Payments
- Skills Warm Up: Lump Sum Benefits
Skills Workout
- Certification Warm Up Question 1 of 1
- Certification Warm Up: Drill & Practice
More Resources and Practice
- More Resources and Practice