Medicare

[ADwigans]

My husband gets a pension and Social Security and I get Disability. when I put his pension in it shows a refund. Then I put in our SS and Disability ( which doesn't have Federal taxes withheld) and all of a sudden we owe several thousand dollars. I new at this so what are we doing wrong?

[VolvoGirl · Accepted solution]

The Social Security can be taxable.  You need to increase his pension tax withholding or have some withholding taken out of your SS and his.  

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