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

Social Security Benefits Workout

Workout Resources

Publication 4491 Social Security Benefits

This lesson will provide links to resource materials and practice to help you assist taxpayers who have Social Security and equivalent railroad retirement benefits. Begin this lesson by reviewing the Social Security Benefits Income lesson from Publication 4491.

Use your resource materials to apply what you've learned in the Social Security Benefits Income lesson:

  • 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
Graphic of hand weights.
Pub 4491 Social Security Benefits

Pub 4491 Social Security Benefits