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Retirement tax questions
You MAY not need to amend. Social security only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you should enter it in Turbotax (TT). TT will determine the taxable portion.
Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches:
Married Filing Jointly(MFJ): $32,000
Single or head of household: $25,000
Married Filing Separately and lived with your spouse at any time during the tax year: $0
So, look at how much SS you have and how much other income you reported to see if you need to amend.
‎April 12, 2020
7:09 AM