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2 replies

DoninGA
Employee
April 13, 2024

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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
April 13, 2024

Taking a look at the information shared by DoninGA, the only time that all of your Social Security benefits are 100% taxable is if you are using the Married Filing Separate filing status.  Otherwise, the maximum taxable amount is 85%.

 

There is a worksheet included as part of your return that will show the calculation if you care to learn more. 

 

@freckles1102002 

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