Social Security — Taxable Benefits Estimator
Estimate how much of your Social Security benefits are taxable and the estimated federal tax on that portion.
Results
Provisional income
$0
Social Security benefits
$0
Taxable portion of benefits
$0 (0%)
Estimated federal tax on benefits
$0
Notes:
- Provisional income = other income + tax-exempt interest + 1/2 of Social Security benefits.
- Taxable portion is calculated per common IRS rules: up to 50% or 85% of benefits may be taxable depending on provisional income.
- Married filing separately typically results in up to 85% taxable.
- The estimated federal tax on benefits approximates the tax increase when including the taxable portion of benefits in your taxable income.
These calculators provide estimates for general planning and are for informational purposes only. They are not a substitute for professional tax advice; consult a qualified tax professional for guidance specific to your circumstances.