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tdyke70
New Member

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

 
7 Replies
Stinkerbellkity
Level 7

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

First, you would have to tell us if the disability comes from a private policy, work, or social security
crystalb3434
New Member

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

I have to go back to the question about crystal
Hal_Al
Level 15

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

You continue to file as Married Filing Jointly. Some disability pay is not taxable. If you do not get a form W-2, 1099-R or SSA-1099* for his disability, you do not report it on your joint tax return There is no other tax break for him being disabled**. 


*Social security (disability or retirement) only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in Turbotax (TT). TT will determine the taxable portion.

Social security (including SS disability Income) becomes taxable when your income, including 1/2 your social security, reaches:

Married Filing Jointly(MFJ): $32,000

Single or head of household: $25,000

Married Filing Separately and lived with your spouse at any time during the tax year: $0. 

Note that trying to file separately does not get him out of paying tax on his SS.

**Technically, there is a credit for the elderly or disabled (you don't have to be both). But because it has not been adjusted for inflation since 1983, very very few people qualify. If you qualify, TurboTax (TT) will automatically calculate it. It is not a refundable credit. That is, you must have a tax liability to offset to get the credit. Very few people, with that little income have an actual tax to offset. 

 Having any social security income at all works against you. Essentially your potential credit is reduced by any tax you "shoulda paid” on the untaxed Social security income. If you have more than $5000 social security ($7500 Married Filing Jointly and both are elderly or disabled) or VA benefits you will not qualify for the credit.

If you think you qualify, and TT missed it, In TurboTax (TT), enter at:

Federal Taxes Tab

Deductions & Credits

-Scroll down to:

--Other deductions & Credits

  -Elderly or Disabled credit


rjs
Level 15
Level 15

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

There is no federal tax break for being disabled. Some states have a break of some sort on the state income tax.
xmasbaby0
Level 15

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1901145-is-disability-income-taxable">https://ttlc.intuit.com/ques...>
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
jlawsonrn
New Member

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

his disability is from SSI.

xmasbaby0
Level 15

My husband is disabled and draws disability how do I claim that on my taxes and do I get a tax break since he is disabled

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

 

If he gets SSI, it is not entered on your tax return.   if he gets Social Security, he receives a SSA1099 which must be entered on your return.

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

Many people are confused by the terms Social Security and SSI---they are not the same.  Do you get Social Security benefits or do you get SSI?

 

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

 

For the stimulus check:

 

If you get Social Security  then each year you receive a SSA1099 from Social Security in late January/early February showing your Social Security and the amount you paid for Medicare.

Social Security and Stimulus Payments

https://home.treasury.gov/news/press-releases/sm967

 

 

If you receive SSI--you do not receive any sort of document to use on a tax return and do not file a tax return that reports the SSI. 

https://www.irs.gov/newsroom/supplemental-security-income-recipients-will-receive-automatic-economic...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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