Form Notice 703 - Read This To See If Your Social Security Benefits May Be Taxable - 2016
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1Notice 703
Department of the Treasury
Internal Revenue Service
(Rev. September 2016)
Read This To See If Your Social Security Benefits May Be Taxable
If your social security and/or SSI
taxable for 2016. Fill in lines A
You exclude income from
(supplemental security income)
through E.
sources outside the United
benefits were your only source of
States or foreign housing,
Do not use the worksheet below
income for 2016, you probably will
income earned by bona fide
if any of the following apply to you;
not have to file a federal income tax
residents of American Samoa or
instead, go directly to IRS Pub. 915,
return. See IRS Pub. 501,
Puerto Rico, interest income
Social Security and Equivalent
Exemptions, Standard Deduction,
from series EE or I U.S. savings
Railroad Retirement Benefits.
and Filing Information, or your tax
bonds issued after 1989, or
return instructions to find out if you
employer-provided adoption
You received Form RRB-1099,
have to file a return.
benefits.
Form SSA-1042S, or
Form RRB-1042S.
We developed this worksheet for
you to see if your benefits may be
Note. If you plan to file a joint income tax return, include your spouse's amounts, if any, on lines A, C, and D.
A Enter the total amount from box 5 of all your Forms SSA-1099. Include the full
amount of any lump-sum benefit payments received in 2016, for 2016 and
earlier years.
A
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B Enter one-half of line A.
B
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
C Enter your total income that is taxable (excluding line A), such as pensions, wages, interest,
ordinary dividends, and capital gain distributions. Do not reduce your income by any
deductions, exclusions, or exemptions.
C
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
D Enter any tax-exempt interest such as interest on municipal bonds.
D
. . . . . . . . . . . . . . . . .
E Add lines B, C, and D, and enter the total here. Then, read the information below.
E
. . . . .
Part of your social security
If none of your benefits are
were for a prior year, see IRS Pub.
benefits may be taxable if, for 2016,
taxable, but you must otherwise file
915 for rules on a lump-sum election
item 1, 2, or 3 below applies to you.
a tax return, do the following.
you can make that may reduce the
amount of your taxable benefits.
1. You were single, a head of
Enter the total amount from
household, or a qualifying widow(er)
line A above on Form 1040,
Get More Information
and line E above is more than
line 20a, or Form 1040A,
From the IRS
$25,000.
line 14a, and enter -0- on
Form 1040, line 20b, or
2. You were married, would file
Form 1040A, line 14b.
jointly, and line E above is more
If you still have questions about
whether your social security benefits
than $32,000.
If you were married, file
are taxable, see IRS Pub. 915 or
3. You were married, would file
separately, and lived apart
your 2016 federal income tax return
separately, and line E above is more
from your spouse for all of
instructions, or visit IRS.gov and
than zero (more than $25,000 if you
2016, enter “D” to the right of
enter “social security income” in the
lived apart from your spouse for all
the word “benefits” on
search box.
of 2016).
Form 1040, line 20a, or
Form 1040A, line 14a.
If your figures show that part of
To order IRS forms and
your benefits may be taxable, see
publications, visit
Note. If your figures show that part
Social Security Benefits in your
orderforms.
of your benefits may be taxable and
2016 federal income tax return
you received benefits in 2016 that
instructions and IRS Pub. 915.
Do not return this notice to the SSA or the IRS. Keep it with your records.
IRS.gov
Catalog No. 61879N
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