Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Social Security Benefits

Introduction

Lesson Objectives

At the end of this lesson, you will be able to:

  • Identify a taxpayer's base amount
  • Find a taxpayer's net benefit on Form SSA-1099 and Form RRB-1099
  • Determine whether any taxpayer social security benefits may be taxable

Estimated time to complete: 15 minutes