Retirement tax questions

Up to 85% of Social Security 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

SSI is Supplemental Security Income.  It is welfare and not reported on a tax return.  It is not provided by the Social Security Administration.

Social Security Retirement/Disability/Survivors benefits are administered by the Social Security Administration.  You receive an annual benefit statement each January, Form SSA-1099.  The benefits are reported on your tax return along with any other income that is received.

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