Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 16, 2024 5:44:55 AM

Why do i owe so much in taxes this year? is it because im drawing social security and retirement?

do you have to pay taxes on socail security and retirement benfits?

0 1 4283
1 Replies
Employee Tax Expert
Apr 16, 2024 5:54:54 AM

Yes.  Retirement benefits are taxable.  SS is taxable anywhere from 0% to 85% depending on your situation.  You can have taxes withheld from your SS benefits if your situation will remain the same for future years to avoid having to pay and be subject to an underpayment penalty.  You would just need to contact the social security administration. 

 

If you fall into the following, 85% of your social security is taxable income

  • Single with income above $34,000
  • Married Filing Jointly with income above $44,000
  • Married Filing Separate regardless of income

If you fall into the following, 50% of your social security is taxable income

  • Single with combined income between $25,000-$34,000
  • Married Filing Jointly with combined income between $32,000 and $44,000

Your combined income is calculated by adding your

  • AGI plus
  • Nontaxable Interest plus
  • 1/2 of your social security Benefits

Social Security Benefits Taxes