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C_Gammage
New Member

Both SSI disability and SSI survivors benefits, file a tax return?

Hello, 

My DD has both SSI disability due to a mental health diagnosis and SSI survivor benefits because she was disabled before the age of 18 and my husband died.  Together the amounts total $26,614.80, with 16, 680 of it coming from the survivor's benefits.  I do not claim her as a dependent.  Do we need to file a tax refund for her?  there is no other income.  Turbo tax is indicating we cannot e-file but should mail in the paper but it seems to indicate we don't need to file at all on this board.  Thanks for any advice you can offer.

 

 

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2 Replies

Both SSI disability and SSI survivors benefits, file a tax return?

Not sure who "DD" is-----but if the only income received is Social Security you do not need to file a tax return unless you have a 1095A for marketplace health insurance.

**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.**
MarilynG1
Expert Alumni

Both SSI disability and SSI survivors benefits, file a tax return?

No, this type of income is not taxable and does not need to be reported in a tax return, unless there is other income as well.

 

Here's more on SSI Income. 

 

@C_Gammage 

 

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