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How much, if any, of social security benefits are taxable?

 

How much, if any, of your social security benefits are taxable depends on your total income and marital status. Generally, if social security benefits are your only income, your benefits are not taxable.

Taxpayers who receive little or no income in addition to their Social Security Benefits would typically not need to file a tax return.


If you received income from other sources, your benefits will not be taxed unless your modified adjusted gross income is more than the base amount for your filing status. Your taxable benefits and modified adjusted gross income must be computed by tax experts like Asheville Accounting to determine whether some of your benefits may be taxable:



The 2009 base amounts are:

$32,000 for married couples filing jointly
$25,000 for single

$25,000  head of household

$25,000 qualifying widow/widower with a dependent child,

$25,000  for married individuals filing separately who did not live with their spouses at any time during the year
$0 for married persons filing separately who lived together during the year




If you do not have a Form 1099-SSA, please contact us for additional help.




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