Married filing jointly for years. My wife became disabled and is earned a SSA-1099 this year after a few monthly payments. I earn over $32k/yr which is the threshold for married filing jointly for the SSA funds to be taxed. When entering my federal wages and information into Turbo Tax for this year's return, it is not showing that we owe. I'm concerned this is going to cause a significant liability later. Thoughts on why if my W-2 and her SSA-1099 are entered, it wouldn't be changing my refund total from when it was just my W-2? To be clear I entered my W-2 saw my estimated refund, and then when I entered the SSA-1099, my estimated refund increased instead of decreased, which seems wrong.
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Did you have any withholding taken out of your social security? That would add to your refund. The $32,000 amount for Joint is not what makes SS taxable. It can be a tricky calculation.
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
To see the Social Security Benefits Calculation Worksheet in Turbo Tax Online version you would have to save your return with all the worksheets to your computer. Or if you are using the Desktop CD/Download Software you can switch to Forms Mode (click Forms in the upper right) and click on SS in the list on the right side.
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