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Is Your Social Security Taxable?

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Is Your Social Security Taxable?

Category: Tax Planning

Social Security benefits are taxed depending on your total income from all sources. Here is how to calculate how much of your Social Security benefits is taxable.


Provisional Income


Provisional income is your total worldwide income, including tax-exempt income, plus half of your Social Security benefits.


Base Amounts


The following base amounts are used in figuring your taxable Social Security:


Filing Status






Head of Household (HH)



Married Filing Jointly (MFJ)



Qualifying Widow(er)




Taxable Social Security Benefits


1. If your provisional income is below the base amounts for your filing status, then your Social Security benefits are not taxable.

2. If you provisional income is between the base amount and the additional amount, then 50% of your Social Security benefits over the base amount are taxable.

3. If your provisional income is over the additional amount, then $4,500 (or $6,000 if Married Filing Jointly) plus 85% of your Social Security benefits over the additional amount are taxable.

4. The taxable portion of your Social Security benefits cannot exceed 85% of your total benefits.


If you would like details on provisions that affect you, please contact Tax Advisors.

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