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🎧 Listen Now on SpotifyAre My Social Security Benefits Taxable?
Quickly check your benefit taxability based on IRS Publication 915 rules.
Benefit Taxability Calculator
Wages, other pensions, interest (incl. tax-exempt), dividends, capital gains, etc.
Calculation Result
Please enter your information and click 'Calculate'.
Learn About Other Key Tax Benefits
Lump-Sum Election
If you receive a lump-sum payment for a prior year, you can choose to calculate the tax using that prior year's income, potentially lowering your tax burden.
Repayment Deductions
If you have to repay benefits you previously received, you can take a deduction or credit for that amount to avoid being taxed on money you returned.
Voluntary Withholding
To avoid a large tax bill at year-end, you can request to have federal income tax withheld from your benefit payments, helping you manage your finances.