State tax filing

It depends. Your total income will determine whether social security is taxed and how much is taxed. TurboTax will automatically calculate this for you.

Additional resources explaining why social security income is taxable:

• This article explains: Is my Social Security income taxable?
• See 2019 IRS Publication 554 page 12 for the formula the IRS uses to determine the tax.

Options for paying income taxes in retirement:

• See this Social Security resource if you want to withhold income taxes throughout the year from your social security checks.
• Contact your broker if you would like a percentage withheld from your required minimum distributions.
• This article explains: How do I make estimated payments?