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posted Feb 5, 2024 1:50:11 PM

I work but husband is retired. do I have to include his social security?

when I do we get $200 less than when I don't add his SSA-1099.

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1 Best answer
Level 15
Feb 5, 2024 1:52:38 PM

Yes if you are filing a Joint return you have to report all your income including Social Security.  You can't pick and choose.

 

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

2 Replies
Level 15
Feb 5, 2024 1:51:47 PM

When you are filing as Married Filing Jointly you are required report all income for both of you, so you need to include his SS benefits your tax return.

Level 15
Feb 5, 2024 1:52:38 PM

Yes if you are filing a Joint return you have to report all your income including Social Security.  You can't pick and choose.

 

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