Can someone help me on a tax question

Forum|Forum|6 years ago
February 5, 2020
5 replies
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LeonardS

Level 14

Yes, what is your tax question?

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jfvalder

Level 2

My spouse applied and was approved for Maryland Unemployement in June - September 2020 but didnt receive funds until April 2021. We will be claiming the income in 2021 but does anyone know if the federal unemployment tax refund will apply here?

xmasbaby0

Level 15

If the unemployment was received in 2021 it goes on your 2021 tax return, so the 2021 tax laws are in effect for it. Congress has not acted to change the tax law regarding unemployment received in 2021. The exclusion of federal tax was for unemployment received in 2020 that was entered on a 2020 tax return---and that was only for the one tax year. Unless Congress changes the tax law yet again.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

davidsiligato

Level 2

I receive ss for 1056. per month and Va Pension for 109.00per month do I need at all to file? Thank You. I have not filed for several years due to not enough income. Am I correct in not fileing?

DMarkM1

Level 15

Assuming you received only a form 1099-SSA for social security benefits and only a VA disability pension and you have no other income sources then generally you would not have a filing requirement.

If any of your VA pension was taxable you would receive a form 1099 reporting your benefits. Normally, that is not the case as VA disabilty payments are not taxable and not included in your income.

If you have other sources of income that are not exempted (VA disability is exempted) generally you can add them to half of your social security box 5 amount and if the result is less than $25,000 then your social security is not taxable.

Finally, assuming your social security is not taxable and VA disability is not reportable then if any remaining income does not exceed the standard deduction for your filing status (12,550 for single under age 65 or 14,250 single age 65 or older), then generally you would not have a filing requirement.

Here is IRS Publication 501 for more information.

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