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Level 3
posted Mar 13, 2024 4:41:40 AM

Social security tax if joint return

Is a spouses income considered to determine the tax on my social security?

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1 Replies
Expert Alumni
Mar 13, 2024 4:57:20 AM

Yes, if you file jointly.

 

Social Security income may be partially taxable depending on your filing status and the level of your combined income, including Social Security income.

 

TurboTax will automatically calculate the taxable part of your Social Security income using the IRS formula.

 

Please read this TurboTax blog on the taxation of Social Security benefits.