Social Security Personal income types

How to report

Federal return

Some of your social security income may be taxable.

Visit Social Security and Equivalent Railroad Retirement Benefits (IRS Publication 915) for more information.

California return

Make an adjustment to exclude any of this income if it was included in your federal AGI. Enter the amount of social security income included in your federal adjusted gross income as a subtraction on California Adjustments – Residents (Schedule CA 540).

Visit Instructions for Schedule CA (540) for more information.