Social Security - Taxable Income with IRA Phase-out

You can use this calculator to calculate social security benefits and an IRA deduction subject to possible phase-out due to participation in a qualified plan.

To open this calculator, click Calculators in the toolbar, and then click Retirement > Social Security - Taxable Income with IRA Phase-out in the left panel.

You can export the data as a PDF file or clear all data that you entered. For more information, see Financial calculators.

Note: While there are many types of qualified plans, taxpayers fall into two categories: defined benefit plans (traditional pension plans) or defined contribution plans (profit-sharing or 401(k) plans).

See the Social Security’s Retirement Benefits booklet for additional benefit details.

Internal notes


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