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Pop_Taxes
New Member

Social Security is being taxed

All I have is a qualified employer pension and social security.  Why is my social security being taxed?  All other blogs indicate that it should not be taxed.  Pension @ $39,400 and SS @ $22,264.

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2 Replies
PattiF
Expert Alumni

Social Security is being taxed

Up to 85% of a taxpayer's benefits may be taxable if they are:

  • Filing single, head of household, or qualifying widow or widower with more than $34,000 income.
  • Married filing jointly with more than $44,000 income.
  • Married filing separately and lived apart from their spouse for all of 2021 with more than $34,000 income.
  • Married filing separately and lived with their spouse at any time during 2021.

This information is from the IRS Social Security page.

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rjs
Level 15
Level 15

Social Security is being taxed

Part of your Social Security income is taxed if your other income plus half of your Social Security is more than $25,000 ($32,000 if you are married filing jointly). Half of your Social Security is $11,132. That plus your other income of $39,400 is $50,532, which is more than $25,000 or $32,000. So some of your Social Security will be taxed.


I can't comment on what "other blogs" say without seeing them. They could be wrong, or you could have misunderstood what they said.

 

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