Instructions For Form 1040ez - Income Tax Return For Single And Joint Filers With No Dependents - 2011 Page 12

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2011 Form 1040EZ— Lines 2 through 6
Worksheet To See if Any of Your Social
Security Benefits Are Taxable
Keep for Your Records
Before you begin:
If you are filing a joint return, be sure to include any amounts your spouse received when entering amounts on
lines 1, 3, and 4 below.
1. Enter the amount from box 5 of all your Forms SSA-1099
and Forms RRB-1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Is the amount on line 1 more than zero?
None of your social security benefits are taxable.
No.
STOP
Enter one-half of line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes.
2.
3. Enter your total wages, salaries, tips, etc., from Form(s) W-2. Also, include any taxable unemployment
compensation and Alaska Permanent Fund dividends you received (see the instructions for Form
1040EZ, line 3 above) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.
4. Enter your total interest income, including any tax-exempt interest . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
5. Add lines 2, 3, and 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
6. If you are:
}
Single, enter $25,000
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.
Married filing jointly, enter $32,000
7. Is the amount on line 6 less than the amount on line 5?
None of your social security or railroad retirement benefits are taxable this year. You can use Form
No.
1040EZ. Do not list your benefits as income.
Some of your benefits are taxable this year. You must use Form 1040A or 1040.
Yes.
STOP
Instructions for Form 1040EZ
- 12 -

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