Assume a 2020 tax year

A. Benjamin and Chloe (MFJ) have pension income (fully taxable) of $50,000 and tax-exempt interest of $8,000. They also received $37,000 of Social Security benefits. How much Social Security is taxable?

B. Joe and Samantha (MFJ) have AGI of $32,000, tax-exempt income of $20,000, and Social Security benefits of $9,000. How much Social Security is taxable?

C. 5. Jack, head of household, has AGI of $31,000, and he received $8,000 in Social Security benefits. How much Social Security is taxable?