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Case Study 1: Taxable Social Security BenefitsWanda and Dan are both retired and will file a joint return. Wanda received Form SSA-1099 with $4,300 in box 5. Dan retired from the railroad and his Form RRB-1099 shows $6,800 in box 5. Wanda and Dan will use the combined benefits of $11,100 and only one calculation to determine if any of their benefits are taxable. Click here for an explanation. If taxpayers are filing a joint return, enter the amounts from each Form SSA-1099 and the software will compute the portion that is taxable, if any. 
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Social Security Workout
Finding the Taxable Portion
- Pub 4491 Social Security Benefits
- Publication 4012, Railroad Retirement, Civil Service and Social Security Benefits
Pub 4491 Social Security Benefits
Publication 4012, Railroad Retirement, Civil Service and Social Security Benefits