If my Federal AGI is 0.00, do I have to file a state return?

arc_nemesis_ · ‎February 27, 2022

Our Adjusted Gross Income is 0.00 which includes my wife allowance she receives from Social Security Disability on a SSA-1099 form...Do we need to do the paper work for the state that she receives the money in?

xmasbaby0 · ‎February 27, 2022

You have not told us what state you are in. If you file a joint return you need to enter the SSA1099 on your federal return:

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

There are only a few states that tax Social Security:

States that tax Social Security benefits:

CO, CT, KS, MN, MO, MT, NB, NM, ND, RI, UT, VT, WV

These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

**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.**

arc_nemesis_ · ‎February 27, 2022

Let me add a little more clarity to my question.

I live and work overseas, and spend > 330 days a year outside the US. Our tax home is in Illinois and I'd like to NOT have to pay TT for the state return since my wife only receives SSDI and my income is negated by the bona fide presence test, which gives us a Federal AGI of $0.00.

So, I'm assuming that since IL is not a state that taxes SSDI payments, and our Federal AGI is $0.00, that I only have to file the 1040 and no IL state form...Right?