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March 7, 2021
Question

Why is my retired since 2018 wives social security included in my taxable income

  • March 7, 2021
  • 1 reply
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I worked in 2020. but my wife did not why is part of her social security taxable ?

1 reply

VolvoGirl
Employee
March 7, 2021

If you are filing a Joint return it is based on your total income not per person.

 

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 right side.