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June 3, 2019
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If I'm the only one working and my husband is on social security what would be my filing status and do I have to include his social security income on my tax return?

  • June 3, 2019
  • 1 reply
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Best answer by VolvoGirl

Maybe you have more information.  I never saw any numbers.  So  SS could be taxable at 0%, 50% , or 85%.  IRS loves the word "generally".


Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

 

To see the Social Security Benefits Calculation Worksheet  in Turbo Tax Online version you would have to save your return with all the worksheets to your computer.   Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the left side.

1 reply

June 3, 2019

Yes, you should include his social security income on your return if you are filing as married filing joint.  It is usually best for married taxpayers to file married filing joint.. The other choice is married filing separate which gives you less  standard deduction and has limitations on many other deductions and credits. 

Click here on this link to find out more about filing status Should You and Your Spouse File Taxes Jointly or Separately?

Employee
June 3, 2019
AND, if you filed Married Filing Separate, so would your husband and 85% of his SSA benefit would be taxable.
January 2, 2025

Maybe you have more information.  I never saw any numbers.  So  SS could be taxable at 0%, 50% , or 85%.  IRS loves the word "generally".