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If my kids were paid a sum 3 mos. after my husband died (Oct. 2017), should I have filed taxes for them? And should I have filed due to me being a widow?

We both were on disability and the kids had been getting benefits under me when it should have been through him. In Jan 2018 They each received a payment of $6500 which included their first survivor benefit and back pay for the mistake. My disability benefits didn't change due to his death. 

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MaryK4
Expert Alumni

If my kids were paid a sum 3 mos. after my husband died (Oct. 2017), should I have filed taxes for them? And should I have filed due to me being a widow?

It depends what type of disability they received.  If it was Social Security Disability/Survivor benefits, and they had no other income, they would not have to file because the social security income would not be taxable.

 

See Are Social Security Benefits Taxable? | The TurboTax Blog.  

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2 Replies
MaryK4
Expert Alumni

If my kids were paid a sum 3 mos. after my husband died (Oct. 2017), should I have filed taxes for them? And should I have filed due to me being a widow?

It depends what type of disability they received.  If it was Social Security Disability/Survivor benefits, and they had no other income, they would not have to file because the social security income would not be taxable.

 

See Are Social Security Benefits Taxable? | The TurboTax Blog.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

If my kids were paid a sum 3 mos. after my husband died (Oct. 2017), should I have filed taxes for them? And should I have filed due to me being a widow?

Just wanted to be sure since they got that lump sum at the beginning of that year. Thanks!!🐾

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