Social Security Workout
Skills Workout
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Certification Warm Up: Drill & Practice
The taxable amount, if any, of a taxpayer's Social Security benefits depends upon filing status and other reportable income.
Yes
No
Generally if Social Security benefits are the only source of income, then the benefits are not taxable.
Yes
No
Tier 1 railroad retirement benefits are not treated like Social Security equivalent benefits.
Yes
No
If a taxpayer is filing a joint return and one spouse receives Social Security benefits and the other spouse does not, the spouse's other income does not need to be included in the tax return.
Yes
No
The taxable portion of Social Security benefits is never more than 85% of the net benefits the taxpayer received.
Yes
No
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Workout Resources
Publication 4491 Social Security Benefits
Intake/Interview & Quality Review Sheet
Social Security Benefits Job Aids from Publication 4012
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
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Pub 4491 Social Security Benefits
Pub 4491 Social Security Benefits
