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Last year my SS income was taxed at a lower rate than this year taxed at full rate?


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Last year my SS income was taxed at a lower rate than this year taxed at full rate?
Your Social Security benefits are taxed based on your other income and your filing status.
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
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Last year my SS income was taxed at a lower rate than this year taxed at full rate?
What do you mean taxed at full rate? Is line 6b the same as 6a? Only up to 85% is taxed. Your other income must have increased which made more of your SS taxable.
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Last year my SS income was taxed at a lower rate than this year taxed at full rate?
Q. Last year my SS income was taxed at a lower rate than this year taxed at full rate?
A. An increase in you other income will cause more of your SS to be taxed. It's not the tax rate that increases, it's the amount of your SS that gets taxed.
Social security only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in TurboTax (TT). TT will determine the taxable portion.
Once you reach that total income threshold, for the first $9,000 (12,000 MFJ), only 50% of your SS is taxed. After that 85% is taxed. And gradually the 50% taxed is replaced with the 85%. It's the government; they make it complicated. See IRS Publication 915. When TT prints out your return, it will provide you with the IRS social security worksheet showing you how the taxable amount was calculated. See the worksheet at page 14 at
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