Submitted By: someone
Answered: April 19, 2023 4:44 am

My spouse’s Social Security checks are payable directly to the nursing home she’s in. Are the payments taxable income on our joint return?

Social Security benefits may be tax free or includible in gross income at 50% or 85%. This depends on a couple’s income, Social Security benefits, and tax-exempt interest. The fact that the benefits are payable to a third party does not change the tax result; the Social Security checks are being used for the taxpayer’s benefit.

Tax Glossary

Income in respect of a decedent

Income earned by a person before death but taxable to an estate or heir who receives it.

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