topic I believe that my military and social security are non taxable in Retirement tax questions

I believe that my military and social security are non taxable

garyl1950 — Tue, 10 Feb 2026 09:51:15 GMT

Re: I believe that my military and social security are non taxable

xmasbaby0 — Fri, 19 Jan 2024 18:59:27 GMT

We cannot see your screen or your tax return. We do not know what you mean by "my military"---are you getting VA benefits or are you getting a military pension that is on a 1099R? Please explain.

Re: I believe that my military and social security are non taxable

BillM223 — Fri, 19 Jan 2024 18:59:46 GMT

We need to have some more information to address your concern:

1. Military what? pension?

2. Social Security what? regular or SSI or what?

3. You think they are nontaxable where? On the federal return or on a state return? If the latter, which state?

Remember that we in the Community cannot see your private tax data, so help us help you.

Re: I believe that my military and social security are non taxable

DoninGA — Fri, 19 Jan 2024 18:59:46 GMT

Military retirement income reported to you on a Form 1099-R with an amount entered in box 2a is taxable income on a federal tax return.

Social Security benefits reported to you on a SSA-1099 can be taxable depending on the other income reported on your tax return.

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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