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erasvian
New Member

Are 85% of the SocSec benefits taxable for married,filing jointly making over $150K? And does Turbo Tax handle for 2025 filing?

 
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1 Best answer

Accepted Solutions
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Are 85% of the SocSec benefits taxable for married,filing jointly making over $150K? And does Turbo Tax handle for 2025 filing?

Probably 85%.   Turbo Tax does it all automatically.  Just enter your Social Security SSA-1099 forms.  THEN BE SURE TO CONTINUE TO THE NEXT SCREEN TO THE DID YOU LIVE IN A FOREIGN QUESTION.  ANSWER NO FOR EACH SPOUSE.

 

Up to 85% of Social Security 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

 

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No.

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1 Reply
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Are 85% of the SocSec benefits taxable for married,filing jointly making over $150K? And does Turbo Tax handle for 2025 filing?

Probably 85%.   Turbo Tax does it all automatically.  Just enter your Social Security SSA-1099 forms.  THEN BE SURE TO CONTINUE TO THE NEXT SCREEN TO THE DID YOU LIVE IN A FOREIGN QUESTION.  ANSWER NO FOR EACH SPOUSE.

 

Up to 85% of Social Security 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

 

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

 

After you enter it keep going.  There are follow up questions you need to answer.  Especially look for if you lived in a Foreign country.  Should be No.

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