How to determine taxes on SSD 1099

 
georgesT
New Member

Retirement tax questions

None of your Social Security disability income (SSDI) is taxable if half of your SSDI plus all your other income is less than:

  • $25,000 if you filed as single, head of household, or married filing separately, and you and your spouse lived apart all year
  • $32,000 if you’re married filing jointly
  • **fdSocSecTaxableInc3** if you’re married filing separately, and you and your spouse lived together at all during the year

Up to 50% of your SSDI is taxable if your income is more than those amounts. Also, up to 85% of your SSDI is taxable if half of your SSDI plus all your other income is more than:

  • $34,000 if you filed as single, head of household, or married filing separately, and you and your spouse lived apart all year
  • $44,000 if you’re married filing jointly
  • $0 if you’re married filing separately, and you and your spouse lived together at all during the year