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New Member
posted Jan 21, 2020 12:48:12 PM

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

0 2 319
2 Replies
Level 15
Jan 21, 2020 12:56:31 PM

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.

Level 15
Jan 21, 2020 12:58:08 PM

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