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Retirement tax questions
Generally, if you are a U.S. person, you are subject to U.S. income tax filing requirements and your worldwide income is subject to U.S. income tax, regardless of where you live.
Social Security benefits are generally not taxed if this is your only income.
However, if you have other sources of income, a portion of your Social Security retirement, survivors, or disability benefits may be taxed.
Your 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.
Social Security income
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March 10, 2025
6:33 AM
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