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I got married my spouse is on ssdi how will this affect my taxes

I got married this year. My spouse is disabled and on ssdi. How will this affect my taxes?
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Hal_Al
Level 15

I got married my spouse is on ssdi how will this affect my taxes

A better question is how will it affect  your spouse's taxes?

Social security 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 SSDI) 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 (MFS)and lived with your spouse at any time during the tax year: $0

So, getting married, and filing jointly,  will give you lower tax rates; but may make some of his/her SSDI taxable. The only way to be sure of the effect is to prepare returns both ways and compare. This tool can be used for that https://turbotax.intuit.com/tax-tools/calculators/taxcaster/?s=1

You cannot file Single (or Head of Household), but must file as either MFJ or MFS.

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1 Reply
Hal_Al
Level 15

I got married my spouse is on ssdi how will this affect my taxes

A better question is how will it affect  your spouse's taxes?

Social security 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 SSDI) 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 (MFS)and lived with your spouse at any time during the tax year: $0

So, getting married, and filing jointly,  will give you lower tax rates; but may make some of his/her SSDI taxable. The only way to be sure of the effect is to prepare returns both ways and compare. This tool can be used for that https://turbotax.intuit.com/tax-tools/calculators/taxcaster/?s=1

You cannot file Single (or Head of Household), but must file as either MFJ or MFS.

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