I receive Social Security Disability and I always get the Form SSA-1099 None Taxable. Do I really have to summit it with my taxes. They have never giving me nothing extra

[drbabyface4u2]

I forgot to add it this tax return.

[hbl3973]

drbabyface4u2,

According to the IRS (https://www.irs.gov/faqs/social-security-income/regular-disability-benefits/regular-disability-benef...) you do need to report the SSA-1099.  While SSI benefits are not taxable, they also do not appear on an SSA-1099.  You should amend your return.

Whether that income will affect your taxes depends upon how high it pushes your total income.  Basically, below $32,000 income none of the SSA income is considered taxable.

You may or may not need to also amend a state return. Some states exempt some or all social security from state taxation.  If that is the case, then if you do get a letter from the state inquiring why you didn't amend your state return (if, of course, your state does have an income tax), just reply that the change was adding an SSA-1099 which did not change your state return.

[xmasbaby0]

States that tax Social Security benefits:

CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV

These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

If you filed a tax return---and it sounds like you already e-filed--- the SSA1099 was supposed to be included.  After the IRS fully processes your return, you need to amend to include the SSA1099.

You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you need will not be available until late February.