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Returning Member
posted Nov 1, 2018 10:29:22 AM

Pension Lump Sum Payment

Hi, this year I got a lump sum from ssdi how do I go about doing my taxes this year without paying taxes on that amount

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1 Replies
Level 15
Nov 1, 2018 2:26:27 PM

If SSDI is the only source of income for the entire tax year, then you don't need to file a tax return at all. Otherwise, if you have other sources of income that are reportable, then you will deal with the SSDI income as reported on the SSA-1098, in the Retirement section of the program, when you get to that point in the program.