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The taxation of Social Security benefits in 2026, including the calculation of provisional income and the application of statutory thresholds to determine the taxable portion of benefits.
The Social Security Administration updated earnings thresholds for 2026 that directly change how Trial Work Period (TWP) months are counted: any month with earnings over $1,210 now counts as a TWP mon...
Seven states are expected to tax at least some Social Security benefits in 2026: Connecticut, Minnesota, Montana, New Mexico, Rhode Island, Utah and Vermont; West Virginia completes a phase‑out in 202...
A narrow set of incomes and circumstances are exempt from the Social Security payroll tax in 2026: earnings above the annual taxable maximum are not subject to the 6.2% OASDI payroll tax, certain grou...
The IRS defines "combined income"—also called provisional income—as the sum used to decide whether Social Security benefits are taxable, and it equals adjusted gross income (AGI) plus nontaxable inter...
Provisional income for federal taxation of Social Security in 2026 is a simple sum used to decide whether any portion of benefits is taxable: adjusted gross income (AGI) plus tax‑exempt interest plus ...
Federal rules governing whether Social Security benefits are included in taxable income are changing in 2026 at both the national and state levels, producing a patchwork of outcomes: Congress is consi...
Social Security benefits in 2025 are taxed based on a beneficiary’s provisional income — defined as adjusted gross income plus tax-exempt interest plus half of Social Security benefits — and the famil...
Yes — 2026 brings predictable, inflation-driven adjustments to SSDI work-incentive thresholds rather than a rewrite of Trial Work Period (TWP) rules: the Substantial Gainful Activity (SGA) levels rise...
Provisional income is the linchpin that decides whether — and how much of — a retiree’s Social Security benefits become taxable in 2026, using a statutory formula that can include up to 85% of benefit...