Liz Weston: We received a huge lump sum Social Security check. How much tax will we pay?

Combined income is your adjusted gross income plus any tax-exempt interest and half your Social Security benefit.
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Savvy Senior: Is Social Security still taxable?

Do I have to pay taxes on my Social Security retirement benefits? I heard that President Trump’s "Big Beautiful Bill" eliminated that. What can you tell me? About to Retire Dear About, No, the new law ...
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These are the 3 aspects that are considered to calculate the federal tax on your Social Security payments

Understanding how your Social Security benefits are taxed federally is crucial for effective financial planning. Despite discussions around legislative changes, the federal tax on these benefits ...
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Is Social Security still taxable?

No, the new law, better known as the ‘One Big Beautiful Bill Act’ did not eliminate Social Security taxes. It did, however, provide a temporary “senior bonus” deduction (starting in 2025 through 2028) ...