Taxable Social Security Calculator Help

Issues

• See the description for the Adjustments field below. There are several adjustments that may not be handled correctly by this tool.
• If you are a non-resident alien, do not use this calculator; the taxable percentage of your Social Security is 85%.

Description of Input Fields

How Is the Taxable Amount Calculated

The basic computation for determining the amount of taxable Social Security is shown here.

		Combined Income		  = Half of Social Security + AGI + Tax Exempt Interest
		Social Security Income   = Combined Income - Adjustments
		Social Security Range	= MFJ	$32,000 - $44,000
								   Other  $25,000 - $34,000

		If Social Security Income < Social Security Range
			Taxable Amount = 0

		If Social Security Income within Social Security Range
			Taxable Amount = 0 - 50%

		If Social Security Income above Social Security Range
			Taxable Amount = 0 - 85%