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Retirement tax questions
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
If the SS benefits are taxable, TurboTax makes all required calculations necessary based on the tax code. And has done so since the program was first released over 30 years ago.
‎January 5, 2025
10:36 AM