topic Re: is social security taxable? in Retirement tax questions

is social security taxable?

janicemooremax — Tue, 03 Feb 2026 10:55:10 GMT

I have never paid taxes on my social security.

Re: is social security taxable?

DoninGA — Sat, 15 Feb 2025 01:07:30 GMT

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

Re: is social security taxable?

Lisa3588 — Sat, 15 Feb 2025 01:13:35 GMT

Maybe, depending on your situation and income.

IRS Publication 915 has the definitive information regarding the taxation of Social Security benefits. There is a short Worksheet that is easy to fill-out included in the Publication. That will give you the correct answer based on your specific income and status.

Publication 915 (2024), Social Security and Equivalent Railroad Retirement Benefits | Internal Revenue Service

Re: is social security taxable?

SharonD007 — Sat, 15 Feb 2025 01:14:35 GMT

If you are single and made between $25,000 and $34,000 (including half of your Social Security income) last year, up to 50% of your Social Security is taxable. If you made more than $34,000, you'll pay taxes on up to 85% of your Social Security.

When you enter all of your income, TurboTax will calculate the taxable portion of your Social Security.

Refer to the TurboTax articles Is my Social Security income taxable?, How does receiving Social Security affect my taxes? and A Guide to Social Security Tax for more infomation,