Is my social security disability taxable

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TurboTax Free Edition Online

MichaelL1Answer

Level 15

Social Security disability benefits (SSDI) can be subject to tax, but most people do not end up paying taxes on them because they don't have much other income. About a third of Social Security disability recipients, however, do pay some taxes, because of their spouse's income or other household income.

You need to enter the SSA-1099 into TurboTax with any other income you have and TurboTax will do the calculations for you.

To enter your Social Security benefits reported on form SSA-1099

Click on Federal Taxes
Click on Wages and Income
Click on I'll choose what I work on
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

elena2426

Level 2

I usually file my taxes with Turbo Tax online, however I became disabled this year. I did receive unemployment for 6 months and then I began receiving Social Security Disability. I am a homeowner as well and I paid taxes on my home. I am also the mother of a 16 year old son. Do I need to file taxes this year.

jawat1350

Level 2

need some help with ssa1099, on the back (notice 703) my total amount in item e is less than 32000. where do i go from here

VolvoGirl

Level 15

Forget the 703 on the back of the SSA-1099. That can be complicated to fill out. Just enter your SSA-1099 into Turbo Tax. Enter the full amount in box 5. Turbo Tax will calculate any taxable amount.

Enter a SSA-1099, SSA-1099-SM or RRB-1099 under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit button

2020 1040 line 6a is the gross Social Security amount and 6b is the taxable part of Social Security.

Up to 85% of Social Security 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

MichaelL1

Level 15

SSA1099

Jeanmeyer27

Level 2

Ssa1019

MichaelL1Answer

Level 15

You need to enter the SSA-1099 into TurboTax with any other income you have and TurboTax will do the calculations for you.

To enter your Social Security benefits reported on form SSA-1099

Click on Federal Taxes
Click on Wages and Income
Click on I'll choose what I work on
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

lisa1721

Level 2

if my husband and I both receive social security disability as our only income, will we owe taxes?

VolvoGirl

Level 15

If you only get SS or SSDI it is not taxable and you do not have to file a return. And there is no benefit in claiming dependents or deductions. Unless you have federal income taxes withheld from the benefits or you get health care insurance through one of the state marketplace exchanges and receive a Form 1095-A then you need to file a tax return.