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State tax filing
Social security (SS) only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in Turbotax (TT). TT will determine the taxable portion.
For the first $9,000 (12,000 MFJ) of income, only 50% of your SS is taxed. After that 85% is taxed. And gradually the 50% taxed is replaced with the 85%. See IRS Publication 915. So, if your income increased this year, more of your SS gets taxed. When TT prints out your return, it will provide you with the IRS social security worksheet showing you how the taxable amount was calculated. See the worksheet at page 9 at
‎February 4, 2024
4:48 AM