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New Member
posted Jan 26, 2022 11:29:17 AM

Taxes on my Social Security payments

Turbotax:

Last year I retired and started drawing social security payments.  Do I have to pay taxes on the amount shown on line 5 of the form social security recently sent to me?

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2 Replies
Expert Alumni
Jan 26, 2022 11:32:37 AM

It depends.

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

New Member
Jan 26, 2022 11:39:53 AM

Thanks Vanessa.  That answers my question.

Don S.