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dragonfly_0007
New Member

Want to know if my wife’s social security benefits are taxable

 
2 Replies
Bsch4477
Level 15

Want to know if my wife’s social security benefits are taxable

It depends on your other income.  The tax cannot be on more than 85% of your social security payments.  The program automatically calculates this for you.

VolvoGirl
Level 15

Want to know if my wife’s social security benefits are taxable

You have to enter it from the SSA-1099.

Try going to the search box and type in SSA-1099 or Social Security Benefits.  That will give you a Jump To link to take you directly to it.

 

OR

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

 

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

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