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Retirement tax questions
SSDI is not fully taxable, so depending on your other income, anywhere between 0%-85% may be taxable. Based on the information you are providing, it appears you have entered the SSDI in the wrong location and need to move it. If the amount of your other income was minimal, then it is likely you have no taxable income so you would only get a refund of anything paid in during the period you were working and earning wages.
To enter SSDI do the following:
- Click Federal
- Income and Expenses
- Scroll down to Retirement Plans and Social Security and click Show More
- Click Start next to Social Security
- Click Yes, let's work on Social Security Benefits
- Follow the prompts to enter your SSA-1099
Then you will need to click on Income and Expenses again and scroll down to where you entered the income as Other Income and delete it.
To find out whether any of your benefits may be taxable, compare the base amount for your filing status with the total of:
- One-half of your benefits; plus
- All of your other income, including tax-exempt interest.
The base amount for your filing status is:
- $25,000 if you're single, head of household, or qualifying widow(er),
- $25,000 if you're married filing separately and lived apart from your spouse for the entire year,
- $32,000 if you're married filing jointly,
- $0 if you're married filing separately and lived with your spouse at any time during the tax year.
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