Solved: You can use the calculations below to determine how much...

My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

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You can use the calculations below to determine how much of your SSDI is taxable. But it looks like about 50% may be taxable. If you enter it all into TurboTax you will come up with the exact amount.

Your adjusted gross income
+ Nontaxable interest
+ ½ of your Social Security benefits
= Your "combined income"

https://www.ssa.gov/planners/taxes.html

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You can use the calculations below to determine how much of your SSDI is taxable. But it looks like about 50% may be taxable. If you enter it all into TurboTax you will come up with the exact amount.

Your adjusted gross income
+ Nontaxable interest
+ ½ of your Social Security benefits
= Your "combined income"

https://www.ssa.gov/planners/taxes.html

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Is there a calculation bug in the 1099B? I loaded non-covered RSU's from Morgan Stanley. Two rows are exactly the same, one calcs correct, the other does not.

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My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

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My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

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My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

My wife and I had a total of $41,000 of SSDI benefits in 2018 and $20,000 In Pension. How much of Our SSDI is taxable?

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