Retirement tax questions

Please explain what you mean--or think you mean.    Are you referring to the fact that with other income (yours)  on your joint return some of his Social Security is being taxed?   That is how it works.    When you file a joint return you have to enter ALL of your income, so some of your spouse's SS may become taxable.  But....if you file separate returns, then 85% of of his SS would automatically become taxable---so filing a joint return is still the best way to file.

 

 

 

  Or is filing jointly somehow affecting his veteran's benefits?   Veteran's benefits are not entered on a tax return.

 

What are you referring to as his "max allowed?"  

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