Retirement tax questions

The taxable amount of your Social Security benefits reported on Form 1040 Line 20b is based on the other income reported on your tax return.

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