Hal_Al
Level 15

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.