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Retirement tax questions
Do you have any other income? If not, and your social security is less than $50,000, you do not need to file a tax return.
If you do have other income or if you are married filing separately, then you can enter your SSA-1099 by selecting the following:
- Click Federal
- Wages & Income
- See all income
- Scroll down to retirement click show more
- Click start next to SSA-1099
- Answer the questions and enter your SSA-1099
If you fall into the following, 85% of your social security is taxable income
- Single with income above $34,000
- Married Filing Jointly with income above $44,000
- Married Filing Separate regardless of income
If you fall into the following, 50% of your social security is taxable income
- Single with combined income between $25,000-$34,000
- Married Filing Jointly with combined income between $32,000 and $44,000
Your combined income is calculated by adding your
- AGI plus
- Nontaxable Interest plus
- 1/2 of your social security Benefits
Social Security Benefits Taxes
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March 31, 2025
3:27 PM