IreneS
Intuit Alumni

Retirement tax questions

Social Security disability (SSDI) is treated the same as any other kind of Social Security.  It may be partially taxable depending on the amount of your other income during the year.  If it's your only source of income it's probably not taxable. 

You will receive a Form SSA-1099 from Social Security detailing your SSDI.  The enter the benefits in TurboTax, please follow these steps:

  1. Click on Federal Taxes >  Wages & Income.
  2. In the Retirement Plans and Social Security section, click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099)   [See Screenshot #1, below.]
  3. On the next screen, Social Security Benefits, mark the Yes box and click Continue.  [Screenshot #2]
  4. On the screen Tell Us About the Benefits You Received, mark the box for Social Security benefits (Form SSA-1099).  [Screenshot #3]
  5. A set of boxes will appear for you to enter the Social Security benefits for you and your wife.  [Screenshot #4]
  6. Click Continue when done.
  7. The next screen will ask if you received any lump-sum payments.  Mark the appropriate button and click Continue [Screenshot #5]

For additional information on Social Security income, please see this FAQ.



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