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April 5, 2025
Question

I need to correct my income amount and delete my husband's

  • April 5, 2025
  • 2 replies
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My husband's Social Security income is not taxable.

2 replies

VolvoGirl
April 5, 2025

Are you filing a Joint return?  His Social Security might be taxable depending on the other income.  Is this his first year getting ss?   

There are 2 different things to know about social security. People get them mixed up all the time.

 

1. Your actual SS checks

If you are over full retirement age your actual ss checks won't be reduced. Otherwise they will actually reduce your payments if you make too much other income in the prior year.  See SS FAQ for working after retirement

https://www.ssa.gov/planners/retire/whileworking.html

 

And see,

https://www.ssa.gov/pubs/EN-05-10069.pdf

 

And see the special first year rule

KA-01927

And Benefits Planner: Retirement | Special Earnings Limit Rule | SSA

 

2. Income Tax

For any age 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

 

Is your Social Security taxable?

https://ttlc.intuit.com/community/income/help/is-my-social-security-income-taxable/00/25600

AmyC
April 5, 2025

Social security income should be inputted. The program will subtract nontaxable Social Security from income. If any of it should be taxed, it will be included. It does need to be reported on your tax return in the nontaxable column.

 

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