MinhT1
Employee Tax Expert

Retirement tax questions

Social Security income may be partially taxable depending on your filing status and the level of your combined income, including Social Security income.

 

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

TurboTax will automatically calculate the taxable part of your Social Security income using the IRS formula.

 

Please read this TurboTax blog on the taxation of Social Security benefits.

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