Retirement tax questions

Social Security withholding is individual for each spouse separately and has NOTHING to do with a tax return at all as long as each is within the maximum limits.     Your filing status is irrelevant.    Just be sure that each spouses W-2 is entered for that spouse and both are not improperly entered for the same spouse.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**