Retirement tax questions

You may have taxes owed based on the amount of the withdrawal and how much taxes are going to be withheld from the withdrawal.

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