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Social Security benefits in Iowa

Varies

Is Social Security Taxed in Iowa?

Short answer: No. No Social Security benefits have been taxable in Iowa since tax year 2014. Benefits are still counted in net income when deciding whether an Iowa return must be filed.

Federally, up to 85% of benefits can be taxable depending on your combined income (IRS Pub 915); that part doesn't change by state.

Records to keep: Keep your state return, W-2s and 1099s (1099-R, SSA-1099), and any state credit worksheets. Check your state revenue department's current-year instructions before you file.