Guide to Social Security Benefits

Do You Have to Pay Taxes on Social Security Benefits?

Question of the Week: Should I file a Tax Return If I Receive Social Security Benefits?

Many people who receive Social Security benefits always wonder if their benefit is taxable and if they should file a tax return. To help answer this question, let’s first determine what Social Security benefits are.

Social Security benefits including the following below and may be taxable:

  • survivor
  • monthly retirement
  • disability benefits

Around tax season, you will receive Form SSA-1099, which will report the total benefits.

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