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February 7, 2023
Question

Do I claim my husbands social security income if we are filing a joint return

  • February 7, 2023
  • 1 reply
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1 reply

CatinaT1
February 7, 2023

Yes. Social Security Income is reportable, however, it may or may not be taxable. TurboTax will determine its taxability for you.

 

Taxability is determined by the following:

Dependent upon your other income, up to 85% of your social security can become taxable. You will see below how to figure if you have taxable social security or you can visit IRS.gov and use the Interactive Tax Assistant tool. 

  

Tax Formula.  Here’s a quick way to determine if a taxpayer must pay taxes on their Social Security benefits: Add one-half of the Social Security income to all other income, including tax-exempt interest. Then compare that amount to the base amount for their filing status. Some of their benefits may be taxable if the total is more than the base amount. 
  

Base Amounts. The three base amounts are: 

$25,000 – if taxpayers  are single, head of household, qualifying widow or widower with a dependent child or married filing separately and lived apart from their spouse for all of the tax year 

$35,000 – if they are married filing jointly 

$0 – if they are married filing separately and lived with their spouse at any time during the year 

 

 

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