Chslade
Employee Tax Expert

[Event] Ask the Experts: Navigating Retirement Taxes

The IRS considers provisional income to be pensions, wages, interest (tax-exempt interest included), dividends and capital gains. Here's a link from the IRS for reference:

https://www.irs.gov/newsroom/irs-reminds-taxpayers-their-social-security-benefits-may-be-taxable