2026 Tax Alert: Is Your Social Security Taxable? Avoid Overpaying Before April 15 Deadline

Dr Ed Weir Show · Mar 18, 2026 · 47m

🚨 As a former Social Security District Manager, I'm here with your must-know 2026 tax update: Up to 85% of your Social Security benefits could be taxable this year – and with the new 2.8% COLA, more retirees are getting hit. Don't overpay the IRS! Learn how to calculate it right before the April 15 deadline.

In this video, I cover:

• The 2026 income thresholds that make benefits taxable ($25K-$34K single, $32K-$44K joint)

• How retirement, spousal, survivor, and disability benefits factor into "combined income"

• Step-by-step: Using your SSA-1099 form and IRS worksheets to figure your tax

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