Question

Which of the following taxpayers' social security benefits will be taxed at 50%? Jordan, a nondependent taxpayer filing single, whose modified AGI plus one-half of his net social security benefits is $11,200. Georgia, who files head of household, and whose modified AGI plus one-half of her net social security benefits is $25,000. Clive, who hasn't been able to locate his wife in three years, 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 $44,001.

Answer 1

The following taxpayers' social security benefits will be taxed at 50%:

Georgia, who files head of household, and whose modified AGI plus one-half of her net social security benefits is $25,000.

Clive, who hasn't been able to locate his wife in three years, files married filing separately, and whose modified AGI plus one-half of his net social security benefits is $30,000.

Explanation:

Fifty percent of a taxpayer's benefits may be taxable if they are :

Filing single, single, head of household or qualifying widow or widower with $25,000 to $34,000 income.

Married filing separately and lived apart from their spouse for all of year  with $25,000 to $34,000 income.