All of Rebecca’s social security benefits are taxable according to the social security benefits worksheet.Heres the worksheet 2023 Box 1. Name • PART OF YOUR SOCIAL SECURITY BENEFITS SHOWN IN BOX 5 MAY BE TAXABLE INCOME. • SEE THE REVERSE FOR MORE INFORMATION.
It sounds like you're referring to the worksheet used to determine the taxable portion of Social Security benefits. In the United States, whether Social Security benefits are taxable depends on your total income and filing status. To determine if any of your Social Security benefits are taxable, you'll need to calculate your "combined income," which includes: 1. Your adjusted gross income (AGI), 2. Any nontaxable interest (such as interest from municipal bonds), and 3. Half of your Social Security benefits. Here's a simplified way to estimate if your benefits may be taxable: 1. Find the total of one-half of your Social Security benefits plus all your other income, including tax-exempt interest. 2. Compare this total to the base amounts for your filing status: - $25,000 for single, head of household, or qualifying widow(er) - $25,000 for married individuals filing separately who did not live with their spouse at any time during the year - $32,000 for married couples filing jointly - $0 for married persons filing separately who lived together during the year If your combined income is above these base amounts, a portion of your benefits may be taxable. Up to 50% of your benefits may be taxable if you're above the base amount but below these thresholds: - $34,000 for single, head of household, or qualifying widow(er) - $44,000 for married filing jointly If your combined income is
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