donnambj
New Member

When under 65 on social security disability, with a dependent with income amounts which require them to file, can the taxes be filed together?

I received SS disability for all of 2017, and backpay for December 2016.  The total was $28,047. Using the worksheet in the 1040 instructions, it appears that none of the social security is taxable. Previously, I itemized deductions due to mortgage interest and medical expenses. I had an extreme amount of medical paid, so does that mean that everything is lost and I just don't file?

My dependent child, 21, a full time college student, has income somewhere around $10,000 so has to file. Normally, I would just file ours together. Since I am on social security can we still file together? From looking at the 1040 form it seems impossible, but I'm not 100% sure. If she has to file by herself, would she file as single? Could she file as head of household and include my medical?