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Level 2
February 17, 2025
Question

Is my SS amount included in the max I can make ($34k)??,,,,,so as not to pay tax?Thanks,,

  • February 17, 2025
  • 2 replies
  • 16 views
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    2 replies

    Level 15
    February 17, 2025

    You need to file a federal return if half your Social Security plus your other income is

     

    Single or Head of Household      $25,000

    Married Filing Jointly                  $32,000

    Married Filing Separately            $0

     

     

    Who has to file?

    http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    Level 15
    February 17, 2025

    I think what you are asking is if you include your social security income when applying the income test to determine if your social security benefits are taxable. For that calculation, you include half of your social security income and then add your adjusted gross income, to include non-taxable interest income. If that amount is $32,000 or less for married-joint filers in 2024, then your social security benefits are not taxable. Between $32,000 and $44,000 it is up to 50% taxable, and up to 85% taxable if more than that.

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