Social Security Taxable Benefits

Determine how much of your Social Security benefits are subject to federal tax: 0%, up to 50%, or up to 85%.

Annual SS benefits ($)

Other income ($)

Tax-exempt interest ($)

Filing status

Provisional income

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Base threshold

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Upper threshold

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Taxable SS amount

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Taxable percentage

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Provisional income = other income + tax-exempt interest + 1/2 of SS benefits. Thresholds: single $25k / $34k; MFJ $32k / $44k.