Skip to main content
TurboTax
Community
TurboTax
TurboTax
J
JimH2
Level 2
February 17, 2020
Solved

Taxable social security benefits

  • February 17, 2020
  • 3 replies
  • 0 views

What would cause Social Security taxable amount increase from $7261  (2018 ) to $13044 (2019)  total income the same except capital gains $4000.00 JimH2

    Best answer by MinhT1

    Your combined income which included capital gains has increased and this has increased the taxable portion of your social security benefits.

     

    Please read this TurboTax blog on How Social Security Income is Taxed.

    3 replies

    M
    MinhT1Answer
    Level 15
    February 17, 2020

    Your combined income which included capital gains has increased and this has increased the taxable portion of your social security benefits.

     

    Please read this TurboTax blog on How Social Security Income is Taxed.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
      F
      Found now
      Level 2
      February 22, 2022

      I received some money out of my IRA  ACCOUNT  but thay took out the intrest.

      VolvoGirl
      VolvoGirl
      Level 15
      February 22, 2022

      @Found now  

      @Found now wrote:

      I received some money out of my IRA  ACCOUNT  but thay took out the intrest.

      I don't understand.  You mean they took out tax withholding?  You need to enter the 1099R.  And the extra IRA income can make some of your Social Security taxable.

       

      Enter a 1099R under

      Federal Taxes Tab or Personal (Home & Business)

      Wages & Income at the top

       

      Then scroll way down to Retirement Plans and Social Security,

      Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

       

      There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

       

      If you are filing a Joint return be sure to pick which person it is for.

       

       

      R
      rojuko99
      Level 2
      April 27, 2020

      Similar question on Social Security taxable amount increase from $0  (2018 ) to $437 (2019)  total income the same and under $25K.

      Critter
      Critter
      Level 15
      April 27, 2020

      Same answer ... when 1/2 of the SS benefits + all your other income exceeds $25K then up to 85% of the SS benefits can be taxable ... save a PDF of the return WITH the worksheets to see how this was calculated.

       

      read the link :  https://blog.turbotax.intuit.com/income-and-investments/how-social-security-income-is-taxed-7676/

      F
      Found now
      Level 2
      February 22, 2022

      The  Adjusted gross income on my social security was put into my gross income my social security should not have been taxed I want to know if there is a difference in my return because of this

      VolvoGirl
      VolvoGirl
      Level 15
      February 22, 2022

      @Found now   There is no Adjusted Gross Income on the SSA-1099 Social Security.   Yes part of your SS can be taxable.

       

      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

       

      You might be confused about this.........

      There are 2 different things to know about social security. People get them mixed up all the time.

       

      1. Your actual SS checks

      If you are over full retirement age your actual ss checks won't be reduced. Otherwise they will actually reduce your payments if you make too much other income in the prior year.  See SS FAQ for working after retirement

      https://www.ssa.gov/planners/retire/whileworking.html

       

      2. Income Tax

      For any age 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

       

       

       

       

      TurboTax flag icon

      Unlock tailored help options in your account

      Create an account
      TurboTax Expert Assist
      TurboTax Expert

      Get answers to all your tax questions

      Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

      Explore your options
      Terms & ConditionsAccessibility statement
      Sitemap
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      ©1997-2026 Intuit, Inc. All rights reserved.
      Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

      Security Certification of the TurboTax Online application has been performed by C-Level Security.

      By accessing and using this page you agree to the Terms of Use.

      About Cookies Manage cookies

      TRUSTe nResult Certified e-File C-Level Security Certification
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      © 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

      Copyright © Intuit Canada ULC, 2026. All rights reserved.

      About Cookies Manage cookies Privacy setting

      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      © 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.

      © 2026, Entreprises Intuit Canada ULC. Tous droits réservés.

      À propos des témoins Gérer les témoins Privacy setting