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Retirement tax questions
Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.
Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0
‎January 19, 2024
10:59 AM