Are Social Security Benefits Taxable?

A portion of social security benefits are taxable if all income, including tax-exempt interest, plus one-half of your benefits are more than an amount considered your base amount. Base amount is determined by your filing status. See base amounts for the 2019 tax year below. Individuals filing a joint return have to combine their income to determine total income

BASE AMOUNT

• $25,000 if you are single, head of household, or qualifying widow(er)

• $25,000 if you are married filing separately and lived apart from your spouse for all of 2019

• $32,000 if you are married filing jointly

• $0 if you are married filing separately and lived with your spouse at any time during 2019

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