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.

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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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.

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

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6 Replies

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.

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

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.

Form SSA - 1099.

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.

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.**

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.

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

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.

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.**

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.

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

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