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Click ‘Get Form’ to open the social security income and expense worksheet in the editor.
Begin by entering the month and year for which you are reporting your income and expenses at the top of the form.
In the section labeled 'Amount of Social Security or SSI Benefits Received', input the total amount received during the report period.
Next, fill in your 'Expenses for Food and Housing'. This figure should be placed on line 3B of Form SSA-623.
Continue by detailing your 'Expenses for Clothing, Medical/Dental, Personal Items, Recreation, Miscellaneous'. Enter this total on line 3C of Form SSA-623.
Lastly, ensure all totals are accurate. If you need more space for entries, consider duplicating sections within our editor for additional months.

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What would cause my Social Security benefits to decrease?

We call this annual limit the contribution and benefit base. This amount is also commonly referred to as the taxable maximum. For earnings in 2025, this base is $176,100.

How do I determine how much of my Social Security income is taxable?

You will pay federal income taxes on your benefits if your combined income (50% of your benefit amount plus any other earned income) exceeds $25,000/year filing individually or $32,000/year filing jointly. You can pay the IRS directly or withhold taxes from your payment.

What kind of income does not count against Social Security?

retirement age during the whole year If youre self-employed, we count only your net earnings from self-employment. For the earnings limits, we dont count income such as other government benefits, investment earnings, interest, pensions, annuities, and capital gains.

What income reduces Social Security benefits?

In-kind support and maintenance is food, shelter, or both that somebody else provides for you. We count in-kind support and maintenance as income when we figure the amount of your SSI. For example, effective 09/30/2024, if someone helps pay for your rent, mortgage, or utilities, we may reduce the amount of your SSI.

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Social security income and expense worksheet 2026

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What would cause my Social Security benefits to decrease?

How do I determine how much of my Social Security income is taxable?

What kind of income does not count against Social Security?

What income reduces Social Security benefits?

Security and compliance

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Social security income and expense worksheet 2026

Here's how it works

How to use or fill out social security income and expense worksheet with our platform

See more social security income and expense worksheet versions

Complete this form in 5 minutes or less

Got questions?

What would cause my Social Security benefits to decrease?

How do I determine how much of my Social Security income is taxable?

What kind of income does not count against Social Security?

What income reduces Social Security benefits?

ssi budget worksheet

Security and compliance

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social security income and expenses worksheet

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