Form 8962 and SSDI

[Kotaborn79]

The agi on my tax return shows 0. My SSDI income is the only income I received in 2019 and it shows under social security income, but my AGI shows zero. Do I use the 0 dollars for my income on form 8962? If I do the form inputting my SSDI it says I owe almost 2800. 😱

[Critter-3]

When you enter the 1095-A the 8962 will be populated automatically.  Your AGI should be zero but if you did not tell the marketplace the correct annual income expected and it is higher than you listed then it is most likely that you may owe back some of the advance premium credit you got to pay the insurance premium. 

[Critter-3]

And yes you must enter the SSA-1099 form you got reporting the SS benefits... and if this is your ONLY income then none of it is taxable making your AGI zero.

To enter Social Security benefits reported on form SSA-1099

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter social security benefits in the Search box located in the upper right of the program screen.  Click on Jump to social security benefits