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Frequently Asked Tax Questions

Social Security Income - Regular & Disability Benefits

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

Rev. date: 1/1/2010

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

Social security benefits include monthly retirement, survivor, and disability benefits. They do not include supplemental security income (SSI) payments, which are not taxable. 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.