Yes, this is a complicated calculation, which is why you aren't finding easy answers. There's a lot of variables, so one fairly easy option is to use TurboTax TaxCaster to get an estimate of your tax liability.
Here's how to do that:
- Start here to find the tool.
- Enter the information about your family and filing status.
- When you get to Other Income, enter the SSDI as Social Security Benefits, and the taxable part of the LTD insurance as Other Income.
- Skip anything that doesn't apply.
- At the end, you will get an estimate of your tax liability based on 2023 tax law.
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