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New Member
posted Sep 20, 2019 10:15:09 AM

I am now married, my husband has an SSD Income, and this is in addition to my social security income, so this will change my numbers a bit, right?

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1 Replies
Level 15
Sep 20, 2019 10:39:19 AM

Social Security Disability benefits reported on a SSA-1099 are entered on a tax return just like Social Security Retirement benefits reported on a SSA-1099.  Filing a joint tax return you report the SS benefits you both receive.

If you do not have any other type of taxable income a tax return is not needed to be filed.   Unless federal withholding taxes were withheld from the benefits or you received health care insurance through one of the state marketplace exchanges or healthcare.gov and received a Form 1095-A.

 

If you do receive other taxable income -

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

  • Married Filing Jointly - $32,000
  • Single or Head of Household - $25,000
  • Married Filing Separately - 0