MinhT1
Employee Tax Expert

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

The threshold for MFS separately is 0, so up to 85% of your spouse's SSDI is taxable. It can be only be reduced by her standard deduction.

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