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ce2kelley
New Member

When I enter SSA-1099 benefit Amount, does Turbo Tax automatically use 85%?

 
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Accepted Solutions
JulieR
Expert Alumni

When I enter SSA-1099 benefit Amount, does Turbo Tax automatically use 85%?

No.  The percentage of your Social Security Benefits subject to income tax depends on the amount of other taxable income you report on your return. Up to 85% of Social Security Retirement/Disability/Survivors benefits become 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

The following provides more information about this topic. https://ttlc.intuit.com/replies/3299920

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1 Reply
JulieR
Expert Alumni

When I enter SSA-1099 benefit Amount, does Turbo Tax automatically use 85%?

No.  The percentage of your Social Security Benefits subject to income tax depends on the amount of other taxable income you report on your return. Up to 85% of Social Security Retirement/Disability/Survivors benefits become 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

The following provides more information about this topic. https://ttlc.intuit.com/replies/3299920

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