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9 Ways to Help Clients Reduce Taxes on Social Security

How Are Social Security Benefits Taxed?

Social security benefits can be subject to taxes as follows.


If your client files as single and their provisional income is:

  • between $25,000 and $34,000, they may have to pay taxes on up to 50% of their Social Security benefits.

  • greater than $34,000, they may have to pay taxes on up to 85% of their Social Security benefits.

If your client files as married and joint and their provisional income is:

  • between $32,000 and $44,000, they may have to pay taxes on up to 50% of their Social Security benefits.

  • greater than $44,000, they may have to pay taxes on up to 85% of their Social Security benefits.

Clients who are married and file separately will likely pay taxes on their benefits as well.


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