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Level 1
posted Sep 28, 2022 9:36:23 AM

SSDI inputting into TurboTax

I was wondering when inputting my SSDI amount into TurboTax, do I put the full amount or do I just put the amount being Taxed?

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2 Best answers
Level 15
Sep 28, 2022 9:39:25 AM

You enter the amount from box 5 of the SSA-1099. 

The TurboTax software will calculate the amount of the benefit reported that is taxable.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

Expert Alumni
Sep 28, 2022 9:39:38 AM

Hello,

You need to enter the full amount, TurboTax software will do the calculation for taxable amount.

2 Replies
Level 15
Sep 28, 2022 9:39:25 AM

You enter the amount from box 5 of the SSA-1099. 

The TurboTax software will calculate the amount of the benefit reported that is taxable.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits 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

Expert Alumni
Sep 28, 2022 9:39:38 AM

Hello,

You need to enter the full amount, TurboTax software will do the calculation for taxable amount.