Federal tax liability on $829/month pension? (55, supplement, social security, 2015)
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PS - After a surgery in April, I will be looking for a part-time or full-time job to supplement our income, so he will not claim me as a dependent in the future. FYI, we agreed that I would be a stay-at-home mom to our son for three years...and we were able to pull it off on one income just fine. But I am only 44 and it is time for me to get back into the workforce.
Go to the IRS sites and you will find vendors that let you do your taxes for free. Use the current software and put those numbers into the program and you will get your answer. Be careful to delete the return and not file it.
I ran your numbers through a 2015 tax calculator and according to it, your tax liability is $0. The main reason is his SS benefits are tax-free at this income level. So, I would have nothing withheld, but save a small portion of the withholdings incase your income numbers are greater. For instance, if he worked in 2016 before retiring.
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