Do i get a refund when I receive disability check. And claimed my son for years back before he was 18. It says maybe taxable.

Forum|Forum|7 years ago
June 3, 2019
6 replies
22 views

My son isn't disabled I am. And just received paperwork on from irs says it's taxable do i get a refund?? I didn't make but 26,000.$

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Best answer by DianeW777

It would seem that the IRS may show other income, because if you are single (not married) and all you have is social security disability then you should not have any taxable income. Unless you paid withholding taxes to the IRS, it's not likely you will get a refund.

You can use TurboTax to enter your information to make sure. The taxable portion of social security in your case would be zero based on the information you provided with or without the ability to claim your son unless you must file as married filing separately.

Taxable social security income applies if half of the social security income added to other taxable income exceeds the base amount. The base amount is $25,000 ($32,000 for married filing jointly), and -0- for married filing separately.

Then after that, you would have the standard deduction and your exemption(s).

To enter your Form SSA-1099 follow the steps below for TurboTax online.

Sign into your TurboTax account (online or desktop)
Use the search box in the upper right
Search for ssa1099
Jump to ssa1099 (see image attached)
Continue to make the proper entries
Click the images to enlarge and view for assistance

D

DianeW777

Level 15

Do you receive a document? Is it a 1099R or SSA-1099?

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W

Wendy-R-Author

Level 2

Form SSA - 1099.

X

xmasbaby0

Level 15

Did you have any other income besides the disability?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

W

Wendy-R-Author

Level 2

Yes I am married but filing separate. My husband works. I can't.

X

xmasbaby0

Level 15

Why are you filing separate tax returns?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

D

DianeW777Answer

Level 15

It would seem that the IRS may show other income, because if you are single (not married) and all you have is social security disability then you should not have any taxable income. Unless you paid withholding taxes to the IRS, it's not likely you will get a refund.

You can use TurboTax to enter your information to make sure. The taxable portion of social security in your case would be zero based on the information you provided with or without the ability to claim your son unless you must file as married filing separately.

Taxable social security income applies if half of the social security income added to other taxable income exceeds the base amount. The base amount is $25,000 ($32,000 for married filing jointly), and -0- for married filing separately.

Then after that, you would have the standard deduction and your exemption(s).

To enter your Form SSA-1099 follow the steps below for TurboTax online.