topic SSD and Tax withheld in Retirement tax questions

SSD and Tax withheld

techie353 — Wed, 11 Feb 2026 04:24:18 GMT

Do those who receive SSD need to report their W-2G? And also if they held a stock with tax witholding, how do they get that back? Thank you in advance!

Re: SSD and Tax withheld

xmasbaby0 — Mon, 05 Feb 2024 21:55:00 GMT

You have not mentioned how much is on the W-2G for gambling winnings or how much is on the 1099B. Sounds like you need to prepare a tax return to see----or----

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

Re: SSD and Tax withheld

techie353 — Wed, 07 Feb 2024 02:39:28 GMT

About $1200 on the W-2G and just $20 on the 1099 DIV.

Re: SSD and Tax withheld

CatinaT1 — Wed, 07 Feb 2024 17:43:23 GMT

If there were withholding from the W2G, yes, you would want to file. Do you have another form that indicates the stock tax withholding?

You will file one return with all your tax forms, including your SSD.

Re: SSD and Tax withheld

techie353 — Sat, 17 Feb 2024 14:40:53 GMT

There was no withholding from the W2G but 4.95 withholding for the 1099 DIV. I assume this means my friend needs to file?

Re: SSD and Tax withheld

LindaS5247 — Mon, 19 Feb 2024 01:03:29 GMT

Not everyone is required to file an income tax return each year. If your total income for the year doesn't exceed certain thresholds, then you don't need to file a federal tax return.

The amount of income that you can earn before you are required to file a tax return also depends on the type of income, your age and your filing status.

The general rule of thumb is that if your income is less than your standard deduction, you generally don’t need to file a return (provided you don't have a type of income that requires you to file a return for other reasons, such as self-employment income).

The standard deduction for married couples filing jointly for tax year 2023 rises to $27,700 up $1,800 from the prior year. For single taxpayers and married individuals filing separately, the standard deduction rises to $13,850 for 2023, up $900, and for heads of households, the standard deduction will be $20,800 for tax year 2023, up $1,400 from the amount for tax year 2022.

You can use the IRS interactive tool to determine if you need to file a tax return by clicking here.

Social Security Disability Insurance (SSDI) benefits may be taxable if you receive income from other sources, such as dividends or tax-exempt interest, or if your spouse earns income.

Click here for "Does Everyone Need to File a Tax Return?"

Click here for "Is Social Security Disability Taxable?"