Level 15

Retirement tax questions

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

You can view your Form 1040 at any time.  Click on Tax Tools on the left side of the screen.  Click on Tools.  Click on View Tax Summary.  Click on Preview my 1040 on the left side of the screen.

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