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DavidDvorkin

(19,981 posts)
2. It's not a form but a couple of worksheets
Thu Feb 4, 2016, 03:13 PM
Feb 2016

Last edited Thu Feb 4, 2016, 04:04 PM - Edit history (1)

One is to determine the taxable part of your SS. The other is to determine the taxable part of your pension. (With luck. it will 0% or close for SS, because you only received two months' wages.)

I think both of those worksheets are contained in the big instruction book. The IRS used to send those out in printed form, but now you'll need to download it from the IRS Web site.

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I'll give this a little kick for you. lamp_shade Feb 2016 #1
Thanks TexasProgresive Feb 2016 #4
It's not a form but a couple of worksheets DavidDvorkin Feb 2016 #2
Thanks TexasProgresive Feb 2016 #5
I would consider spending the $30 or $40 for one of the "online" programs. Hoppy Feb 2016 #3
Thanks TexasProgresive Feb 2016 #6
In my area, there are volunteer tax preparers for seniors. Curmudgeoness Feb 2016 #7
I use E-file.com trof Feb 2016 #8
Latest Discussions»Support Forums»Seniors»Retired last March so thi...»Reply #2