Question: Dominique is single. She is filling out
Dominique is single. She is filling out the Social Security worksheet so she can determine the amount of her Social Security benefits that she will pay federal income tax on. Fill in the following lines with Dominique’s tax information given below.
• Line 1—she received $28,922 in Social Security benefits.
• Line 3—the total of her other sources of income is $52,888.
• Line 4—the amount from line 8b is $300.
• Line 6—the total to enter is $3,211.
a–n. Fill in the correct entries for the rest of the lines on her Social Security worksheet. o. How much of Dominique’s Social Security benefit must she pay Federal income tax on?
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Social Security Benefits Worksheet-Lines 20a and 20b 1. Enter the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099. Also, enter this amount on Form 1040, line 20a. 2. Enter one-half of line 1 3. Enter the total of the amounts from Form 1040, lines 7, 8a, 9a, 10 through 14, 15b, 16b, 17 through 19, and 21 4. Enter the amount, if any, from Form 1040, line 8b 5. Add lines 2, 3, and 4 6. Enter the total of the amounts from Form 1040, lines 23 through 32, plus any write-in adjustments you entered on the dotticd line next to line 36. 7. Is the amount on line 6 less than the amount on line 57 No. ( 1.$28,922.00 2. a. 3. $52,888.00 $300.00 b. 4. 5. 6. $3,211.00 None of your social sccurity benefits are taxable. Enter -0- on Form 1040, line 20h. O Yes. Subtract line 6 from line 5 & If you are: • Married filing jointly, enter $32,000 Singke, head of houschold, qualifying widow(cr), or married filing separately and you lived apart from your spouse for all of 20XX, enter $25,000 • Married filing separately and you lived with your spouse at any time in 20XX, skip lines 8 through 15; multiply line 7 by 85% (85) and enter the result on line 16. Then go to line 17 7. 8. d. 9. Is the amount on line 8 less than the amount on line 7? No. Sr None of your social security benefits are taxable. Enter -0- on Form 1040, line 206. If you are married filing weparatcly and you lived apart from your spoHINe for all of 20XX, be sure you entered "D" to the right of the word "benefits" on line 20a. O Yes. Subtract line 8 from line 7 10. Enter: $12,000 if maried filing jointly; $9,000 if single, head of houschold, qualifying widow(er), or maried filing sxparately and you lived apart from your spouse for all of 2008 .- 11. Subtract line 10 from line 9. If zem or less, enter -0- 9. e. 10. f. 11. h. i. 12 Enter the smaller of line 9 or line 10 12. 13. Enter one-half of line 12 13. 14. Enter the smaller of line 2 or line 13 14. 15. Multiply line 11 by 85% (85). If line 11 is zero, enter -0- 16. Add lines 14 and 15... k. 1. 15. 16. 17. Multiply line 1 by 85% (85) 18. Taxable social security benefits. Enter the smaller of line 16 or line 17. Also enter this amount on Form 1040, line 206 17. m. 18. n.
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