I don't understand why TURBO TAX is showing the following #'s when I clearly had more income from my pension and SSDI? Filing Status Married Filing Separately Total In

[kbrug01]

yes....your summary so far is showing total income at $11,777, taxes withheld $240 (from Aetna pension - I get this), and Federal deductions and exemptions of $10,350 when my total income was more than this?  I am not understanding these numbers

[DianeW]

The social security disability income, if entered, does not appear to be taxable because the income level is not high enough.  As long as you have entered the Form SSA-1099 along with your other pension income, then you should be fine.

Taxable social security income applies if half of the social security income is added to the other income of $11,777 exceeds the base amount of $25,000 ($32,000 for married filing jointly).  This would mean that half of your social security income would have to be more than $13,223 ($20,223 for married filing jointly).

 You can go directly to the area to enter your information.

1. Sign into your TurboTax account (online or desktop)
2. Use the search box in the upper right
3. Search for ssa1099
4. Jump to ssa1099 (see image attached)
5. Continue to make the proper entries
6. Click the images to enlarge and view for assistance

Please add any additional comments if you need further assistance.