Social Security Max 2024 Tax Refund. Whichever type of social security benefit you’re getting, you could owe taxes on it, depending on your overall income. If you file a joint return, you must pay taxes if you and your spouse have a combined income of more than $32,000.

The taxation rules apply to all forms of benefits paid out of social security’s trust funds — retirement benefits, survivor benefits and social security disability insurance (ssdi). A proposal to end federal tax on social security retirement benefits would provide relief for retirees as early as next year.