Include both taxable and
non-taxable Social Security income.
Not exact matches
Some unearned
income, such as
Social Security, is
non-taxable unless combined with other
income, while
income like capital gains is always taxable
income.
Generally speaking, the
Social Security benefit is
non-taxable until your other
income causes the benefits to be taxable.
The moral of the story is, plan ahead (such as converting some tax - deferred
income into
non-taxable income before claiming the
Social Security benefit) to minimize the chance of the
Social Security benefits being taxed.
Add half of your
Social Security income to all of your other
income, including
non-taxable interest and other excluded
income.
Gross up
non-taxable income like
Social Security income and Child Support.