carmen_t
Employee Tax Expert

Retirement tax questions

Hello,

Glad to help and send you some info to help determine how receiving social security benefits will impact your taxes.  I am going to send a tax estimator.  The tax estimator helps get a complete picture of the tax situation to estimate how your taxes will look like.  In addition, I will send an article explaining how social security benefits impact your taxes.  Additional info to consider is depending on your total income some or all of your benefits may be taxable.  The articles link below will explain a little more too.

 

Refund Estimator "TaxCaster" 

From Social Security Website "Income Taxes and Your Social Security Benefits" 

From Turbo Tax Website "How does receiving social security affect my taxes?"