DanielV01
Expert Alumni

Retirement tax questions

Not even then.  Taxable SS is a complicated formula.  But as standalone income, it would take over 50k before it could even begin to be counted as reportable income, and several thousand more before enough would become taxable.  I had one client who had other income receive a lump sum of well over 30k and it was still not taxable.  Hope that is helpful to you.
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