Are disability payments taxed at either the Fed or State (California) level?

dkruskamp — Tue, 10 Mar 2026 06:56:10 GMT

My husband passed away this year and I will be receiving a Social Security Disability payout for the past couple of years. Will this money be taxable?

Re: Are disability payments taxed at either the Fed or State (California) level?

xmasbaby0 — Wed, 16 Nov 2022 19:01:51 GMT

Very sorry for your loss. For the year that your spouse died, you can still file a joint return. That way, you will get the married filing jointly standard deduction of $25,100 (+ $1350 for each spouse 65 or older) which will lower the amount of income you are taxed on.

In My Info, you will need to indicate that your spouse died. When his name is in My Info, there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

If you have qualified dependent children you will be able to file as a qualified widow(er) for the next two years after this tax return. Post back if you need further help.

California does not tax Social Security.

Social Security may be taxable on your federal return depending on whether you also had other income.

"I will be receiving..." IF you receive the SS in 2022 it goes on your 2022 tax return. If you do not receive it until 2023 you will wait and put it on your 2023 tax return.

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099. They send those out in January so watch for it in the mail.

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Are disability payments taxed at either the Fed or State (California) level?

Re: Are disability payments taxed at either the Fed or State (California) level?