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  2. Is Social Security Income Taxable? - AOL

    www.aol.com/finance/social-security-income...

    You can also use the IRS worksheet from Publication 915 to calculate how much of your Social Security benefit is taxable. This worksheet is also in the instructions on Form 1040 and 1040-SR.

  3. Standard deduction - Wikipedia

    en.wikipedia.org/wiki/Standard_deduction

    For dependents, the standard deduction is equal to earned income (that is, compensation for services, such as wages, salaries, or tips) plus a certain amount ($400 in 2023). A dependent's standard deduction cannot be more than the basic standard deduction for non-dependents, or less than a certain minimum ($1,250 in 2023).

  4. SEP-IRA - Wikipedia

    en.wikipedia.org/wiki/SEP-IRA

    The contribution limit for self-employed persons is more complicated; barring limits, it is 20% of net profit. The computation is in IRS Pub 560, section 5, Table and Worksheets for the Self-Employed, specifically Rate Worksheet for Self-Employed. [5] Two complications are: Federal Insurance Contributions Act tax (FICA) Reduced rate

  5. Individual retirement account - Wikipedia

    en.wikipedia.org/wiki/Individual_retirement_account

    An individual retirement account [1] (IRA) in the United States is a form of pension [2] provided by many financial institutions that provides tax advantages for retirement savings. It is a trust that holds investment assets purchased with a taxpayer's earned income for the taxpayer's eventual benefit in old age.

  6. Social Security: Use this IRS form to have federal income tax ...

    www.aol.com/social-security-irs-form-federal...

    If you’re deaf or hard of hearing, you can call 1-800-829-4059. If you don’t have your federal income tax withheld from your benefits, you’ll be required to make quarterly estimated tax ...

  7. Get a jump on your taxes with these tips from the IRS - AOL

    www.aol.com/jump-taxes-tips-irs-2023-145005768.html

    We may be just a few weeks into 2023, but it’s never too early to start thinking about filing taxes. Planning ahead now does more than make the filing process a bit easier.

  8. IRS tax forms - Wikipedia

    en.wikipedia.org/wiki/IRS_tax_forms

    As of the 2018 tax year, Form 1040, U.S. Individual Income Tax Return, is the only form used for personal (individual) federal income tax returns filed with the IRS. In prior years, it had been one of three forms (1040 [the "Long Form"], 1040A [the "Short Form"] and 1040EZ - see below for explanations of each) used for such returns.

  9. What is a required minimum distribution (RMD)? - AOL

    www.aol.com/finance/required-minimum...

    In 2023, the age went from 72 years to 73, as part of the SECURE Act 2.0. In 2033, the minimum age for RMDs jumps again to 75 years old. In 2033, the minimum age for RMDs jumps again to 75 years old.

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