FranklinF
Employee Tax Expert

Retirement tax questions

Per the INTERNAL REVENUE SERVICE

Your SOCIAL SECURITY BENEFITS may be taxable if the total of (1) one-half of your benefits, plus (2) all of your other income, including tax-exempt interest, is greater than the base amount for your filing status.

The base amount for your filing status is:

  • $25,000 if you're single, head of household, or qualifying surviving spouse,
  • $25,000 if you're married filing separately and lived apart from your spouse for the entire year,
  • $32,000 if you're married filing jointly,
  • $0 if you're married filing separately and lived with your spouse at any time during the tax year.

Top Frequently Asked Questions for Social Security Income 

Also you may consult a Financial Planner or Tax Professional about your particular circumstances but in the meantime I will share with you a DIY (Do It Yourself) approach:
Tax Calculator 2023 


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