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Social Security Taxation Calculator: the thresholds

2026 law · reviewed September 5, 2026

Section 86(c) base and adjusted base amounts, unindexed since 1984 and 1994. Married filing separately while living with a spouse: both are zero.
ZoneSingleMarried filing jointlyShare of benefit taxable
Provisional income at or below the base$25,000$32,000None
Between the base and the adjusted base$25,000 to $34,000$32,000 to $44,000Up to 50 percent
Above the adjusted baseOver $34,000Over $44,000Up to 85 percent

Section 86(c) base and adjusted base amounts, unindexed since 1984 and 1994. Married filing separately while living with a spouse: both are zero..

Educational only, not investment, tax, or legal advice. Results are hypothetical estimates that vary with each use and over time and are not guaranteed accurate or complete. Using this tool creates no client relationship with Considerate Capital, and the site that linked here is not affiliated with it. By using it you agree to the tool terms.