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Retirement tax questions
It’s taxable, and she needs to file a tax return, because of box 2a. It’s just not subject to the extra 3.8% tax because her income is low. But, it’s a high enough amount that some of her social security will become taxable.
Social security only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in Turbotax (TT). TT will determine the taxable portion.
Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches:
Married Filing Jointly(MFJ): $32,000
Single or head of household: $25,000
June 6, 2019
10:02 AM