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New Member
posted Jun 3, 2019 11:42:47 AM

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.$

0 6 786
1 Best answer
Expert Alumni
Jun 6, 2019 7:09:26 AM

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.

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

6 Replies
Expert Alumni
Jun 3, 2019 11:42:49 AM

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

New Member
Jun 3, 2019 11:42:50 AM

Form SSA - 1099.

Level 15
Jun 3, 2019 11:42:51 AM

Did you have any other income besides the disability?

New Member
Jun 6, 2019 7:09:23 AM

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

Level 15
Jun 6, 2019 7:09:25 AM

Why are you filing separate tax returns?

Expert Alumni
Jun 6, 2019 7:09:26 AM

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.

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