Client Name Phone Email
Referred By
Brochure Code:
  Choose type of Tax Calculation :
  Tax Form
  Annual Social Security:    
  85% Annual Social Security:    
  Federal Tax Bracket:    
    Other Annual Income:      
  Line 7 Wages :    
  Line 8a Taxable Interest :    
  Line 8b Tax Exempt Interest :    
  Line 9a Ordinary Dividends :  
  Line 9b Qualified Dividend :    
  Line 10      
  Line 12b Pensions / Annuity Income :    
  Line 12  Business Income or loss :    
  Line 13    
  Line 14   Other gains or losses :    
  Line 15b IRA distribution :    
  Line 16b Pensions / Annuity Income :    
  Line 17 Rental , royalties, partnerships, S corp, trusts :    
  Line 18 Farm income or loss :    
  Line 19 Unemployment compensation :    
  Line 21 Other Income :    
    Tax Deferred Interest :    
     Roth & Excluded Income :    
    Total Provisional Income     
  Provisional Income* Less than = No Tax  
  Provisional Income*   
  Taxable Social Security     
  Potential Tax     
  Provisional Income* Greater than   
  Taxable Social Security     
  Potential Tax     
  2015 Federal Income Tax       
   Income Subject to Federal Income Tax    
  Potential Federal Tax    
  *Provisional Income = Adjusted Gross Income + Tax Exempt Interest for the year + 50% of Social Security Income.  Annuity earnings and income are tax deferred until withdrawn.  This calculator hypothetically shows how Tax Deferred Account may be used to reduce or eliminate the taxable amount of Social Security Benefits.  The analysis is based soley on the information provided by you and may vary from your actual benefits or savings results. The analysis may show the potential income taxes that you could have saved, but will not reduce any taxes you owe now or reduce any taxes you paid in previous years and is not intended to be used to avoid tax penalties or represent tax or legal advice.  The calculator does not guarantee, offer, endorse or imply the accuracy of any projection or that future tax reductions will occur.   You should consult with your tax and legal advisors regarding your individual situation.   
  © 2016 Social Security Tax Strategy, Inc.