Social Security - Taxable Amount with IRA Deduction Phase-out - 2017 Worksheet

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This tax worksheet calculates both social security benefits and an IRA deduction subject to possible phase-out due to participation in a qualified plan.

Note: While there are many types of qualified plans, taxpayers fall into two categories: defined benefit plans (traditional pension plans) or defined contribution plans (profit-sharing or 401(k) plans).

See the Social Security’s Retirement Benefits booklet for additional benefit details.

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