Retirement tax questions

On the Form 1040, Line 6a is the amount of the SS benefits received as reported to you on Form SSA-1099 box 5.  On Line 6b is the amount of the SS benefits that is taxed.

 

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