Which of the following taxpayers will pay income tax on up to 50% (but not more) of their social security benefits?
Clive, a nondependent taxpayer filing single, whose modified AGI plus one-half of his net social security benefits is $11,200.
Brandi, who files head of household and whose modified AGI plus one-half of her net social security benefits is $25,000.
Omar, who hasn't been able to locate his wife in three years and files married filing separately and whose modified AGI plus one-half of his net social security benefits is $30,000.
Andrea, who files married filing jointly and whose AGI plus one-half of her net social security benefits is $24,001.
$250
$11,500
$19,550
Makeeda received $1,479 in interest on her money market account.
Olivia received $236 in interest when she cashed in her U.S. Savings Bonds.
October 15, 2025.
December 31, 2025.
Savings account interest.