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.