How much of my social security benefit may be taxed?

Did you know that up to 85% of your Social Security Benefits may be subject to income tax? If this is the case you may want to consider repositioning some of your other income to minimize how much of your Social Security Benefit may be taxed and thereby, maximize your retirement income sources.

Income and Tax Information

Tax filing statusSingleHead of HouseholdMarried Filing JointlyMarried Filing Separately

Marginal tax bracket (0% to 75%)

Calculating 'Modified' Adjusted Gross Income

Long-term capital gains/losses (-) ($)

Short-term capital gains/losses (-) ($)

Dividends ($)

Taxable interest ($)

Tax-free interest ($)

Pension benefits ($)

Taxable IRA distributions ($)

Other taxable income ($)

Wages ($)

Self-employed income/loss (-) ($)

Deductible IRA contributions ($)

Social Security Benefits

Social Security received ($)

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