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

Social Security Benefits Workout

Introduction

Objectives

At the end of this lesson, using your resource materials, you will be able to:

  • Determine the taxable portion of social security and railroad retirement benefits
  • Determine the most advantageous method of reporting lump sum social security benefits
  • Report social security and railroad retirement benefits on the tax return

Estimated time to complete: 10 minutes