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KLS54
Level 1
February 4, 2024
Question

social security

  • February 4, 2024
  • 2 replies
  • 7 views

Why did Turbotax tax my Social Security benefits at a higher taxable amount

than it did last year?

    2 replies

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    February 4, 2024

    Answered in your prior post for the same subject here - https://ttlc.intuit.com/community/state-taxes/discussion/social-security/00/3164588

    JohnB5677
    JohnB5677
    Level 15
    February 5, 2024

    Once you hit the threshold for taxable Social Security, the tax will be in your highest tax bracket, and both the Social Security and your other income will be taxed.

     

    The threshold is when all your other income plus 1/2 of your social security reaches:

    • Single or Head of Household - $25,000
    • Married Filing Jointly - $32,000
    • Married Filing Separately - 0

    The chart below are the tax brackets for 2023

     

    For a single taxpayer

    $0 to $11,000  - 10%

    $11,001 to $44,726 - 12%

    $44,726 to $95372 - 24%

     

    For Married Filing Jointly

    $0 to $22,000 - 10%

    $22,001 to $89,450 - 12%

    $89,451 to $190,751 - 22%

     

    If I've misunderstood your question, and this does not completely answer it, please contact us again and provide some additional details.

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