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

Social Security Benefits


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