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A portion of my ssdi benefits are taxed because of my husband’s income. That portion puts our agi above the amount to claim the eitc. Ssdi is not supposed to be used

Earned income credit calculation is not supposed to include ssdi
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2 Replies

A portion of my ssdi benefits are taxed because of my husband’s income. That portion puts our agi above the amount to claim the eitc. Ssdi is not supposed to be used

Sorry, but you are mistaken when you say that "Ssdi is not supposed to be used."

 

When you file a joint tax return, you are required to enter all of your combined income, including your Social Security benefits.   Social Security is taxable income if you have enough other income.   

 

And...earned income credit is based on the income earned by working but the SS counts toward the AGI that is used when the calculations are done to determine if you are eligible for earned income credit.   

 

 

https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/use-the-eitc-assistant

 

**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.**

A portion of my ssdi benefits are taxed because of my husband’s income. That portion puts our agi above the amount to claim the eitc. Ssdi is not supposed to be used

More information for you:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/qualifications-ea...

 

Pay particular attention to this part:

In addition, both your earned income and Adjusted Gross Income (AGI) may not exceed:

  • $18,591 if you're not claiming a qualifying child ($25,511 if filing jointly)
  • $49,084 if you're claiming one qualifying child ($56,004 if filing jointly)
  • $55,768 if you're claiming two qualifying children ($62,688 if filing jointly)
  • $59,899 if you're claiming three or more qualifying children ($66,819 if filing jointly)

 

**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.**
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