CatinaT1
Employee Tax Expert

Retirement tax questions

It depends.  Here’s a quick way to determine if you must pay taxes on your Social Security benefits: Add one-half of the Social Security income to all other income, including tax-exempt interest. Then compare that amount to the base amount for your filing status. If you exceed the base amount, some of your benefits may be taxable.
  

Base Amounts. The three base amounts are: 

$25,000 – if single, head of household, surviving spouse, or married filing separately (did not live with spouse)

$35,000 – if married filing jointly 

$0 – if  married filing separately and lived with their spouse at any time during the year 

 

Is Social Security Disability Income Taxable?

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