Is my pension added in as income, have W2 income, SOS disability income, so is the pension taxes as well? Just seemed like I owe a lot? More than usual... barb

[VolvoGirl]

Sorry yes.  Do you have any tax withholding taken out of the pension?  Do you get SS disability? That can be taxable too.  

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

[JohnB5677]

@VolvoGirl is correct.  

• Once you meet the income threshold for Social Security it starts to be taxed.
• Incidentally, 50% of your Social Security is included in the  threshold amount.
• Once you have to pay on your Social Security, it accumulates very quickly.  
• You pay on the income you received, PLUS pay on at least 50% of your Social Security.
• The threshold amount includes 50% of Social Security plus all other income including tax free investments.

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