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previous pagePrevious Page: Social Security Income > Back Payments
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Frequently Asked Tax Questions

Social Security Income - Regular & Disability Benefits


Rev. date: 1/2009

I retired last year, and started receiving social security payments. Do I have to pay taxes on my social security benefits?


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The amount of social security benefits that must be included on your income tax return and used to calculate your income tax liability depends on the total amount of your income and benefits for the taxable year.
To find out whether any of your benefits may be taxable, compare the base amount for your filing status with the total of:
The base amount for your filing status is shown next:
The taxable amount of the benefits can be figured on a worksheet in the Form 1040 Instructions or Form 1040A Instructions , or in Publication 915, Social Security and Equivalent Railroad Retirement Benefits.
previous pagePrevious Page: Social Security Income > Back Payments
next pageNext Page:  Social Security Income > Survivors' Benefits
 Use previous pagenext page to find additional instances of index items.