I officially retired 3/28/18, started receiving SSA in May. Is this counted towards SSA tax

caprivo1815 · ‎June 1, 2019

Is income earned before receiving SSA included in the taxable amount

Rachel_W · ‎June 1, 2019

Yes, your income from all of 2018 is included in the calculation to determine the taxable amount of your SSA benefits.

The portion of your Social Security Benefits that are taxable is based on your Modified Adjusted Gross Income (MAGI) for the entire year.

Check out IRS Pub 915, Page 7, to view the Worksheet used to determine the taxable amount of your Social Security Benefits.

You can also find more information in the TurboTax FAQ below:

Rachel_W · ‎June 1, 2019

Yes, your income from all of 2018 is included in the calculation to determine the taxable amount of your SSA benefits.

The portion of your Social Security Benefits that are taxable is based on your Modified Adjusted Gross Income (MAGI) for the entire year.

Check out IRS Pub 915, Page 7, to view the Worksheet used to determine the taxable amount of your Social Security Benefits.

You can also find more information in the TurboTax FAQ below:

Unlock tailored help options in your account.