Joint Social Security benefits worksheet

Use this worksheet to calculate joint Social Security benefits that are eligible for subtraction.

Joint Social Security benefits Worksheet Calculation Dollar Amount 1) Spouse A’s total Social Security benefits for the year $___________ 2) Spouse B’s total Social Security benefits for the year $___________ 3) Total of lines 1 and 2 $___________ 4) Spouse A’s percentage (line 1 divided by line 3) $___________ 5) Spouse B’s percentage (line 2 divided by line 3) $___________ 6) Taxable Social Security benefits included on line 6b of federal Form 1040 or 1040-SR $___________ 7) Spouse A’s share of taxable Social Security benefits (amount on line 6 multiplied by percentage on line 4) $___________ 8) Spouse B’s share of taxable Social Security benefits (amount on line 6 multiplied by percentage on line 5) $___________