Social Security Taxable Benefits Calculator

We regularly update this page and cite primary sources, carrier filings, and regulator guidance:

1. H&R Block. “Tax Filing Status Guide.” hrblock.com
2. IRS. “Form 8815 (PDF) — Exclusion of Interest From Series EE and I U.S. Savings Bonds.” irs.gov
3. IRS. “About Form 1099-INT — Interest Income.” irs.gov
4. IRS. “Form 1099-OID (PDF) — Original Issue Discount.” irs.gov
5. IRS. “About Form 8839 — Qualified Adoption Expenses.” irs.gov
6. IRS. “About Form 2555 — Foreign Earned Income.” irs.gov
7. IRS. “About Publication 915 — Social Security and Equivalent Railroad Retirement Benefits.” irs.gov

Disclosure: This material is for informational purposes only and is not tax, legal, or accounting advice. Tax treatment may vary by state and individual circumstances. Consult a qualified tax professional or CPA for guidance specific to your situation.