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jennak2
New Member

Is getting state disability the same as unemployment or social security?

 
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LeeM
New Member

Is getting state disability the same as unemployment or social security?

No, not necessarily. There are two types of disability payments: 

If you have any taxable benefits, you should receive a Form 1099-G from your state. The deadline for those to be mailed in January 31, 2017.

If you leave work because of a disability and receive disability benefits, those benefits are not reportable for tax purposes.

However, if you are receiving unemployment benefits, become ill or injured, and begin receiving disability benefits; those DI benefits are considered a substitute for UI and are reportable for tax purposes up to your UI maximum benefit amount.

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1 Reply
LeeM
New Member

Is getting state disability the same as unemployment or social security?

No, not necessarily. There are two types of disability payments: 

If you have any taxable benefits, you should receive a Form 1099-G from your state. The deadline for those to be mailed in January 31, 2017.

If you leave work because of a disability and receive disability benefits, those benefits are not reportable for tax purposes.

However, if you are receiving unemployment benefits, become ill or injured, and begin receiving disability benefits; those DI benefits are considered a substitute for UI and are reportable for tax purposes up to your UI maximum benefit amount.

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