Taxable Social Security Benefits
This handout explains the calculation of income to determine what amount, if any, of Social Security benefits are taxable. It also provides strategies to prevent Social Security benefits from becoming taxable.
Worksheet to determine if benefits are taxable.
How much is taxable?
Planning tips and strategies.
CLIENTS WHO MAY BENEFIT:
Taxpayers who will be taking Social Security benefits.
Retired individuals with taxable income from sources other than Social Security.
Retired individuals going back into the workforce.