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    jvalentino1's Avatar
    jvalentino1 Posts: 2, Reputation: 1
    New Member
     
    #1

    Jan 13, 2008, 06:10 PM
    Social Security Disability and Joint Tax Return
    Hi,

    I was recently approved for social security disability. I am unable to work so the social secuirty is my only income, but my husband works. We have been filing a joint return in past years. If we do this again this year, will this make my social security income taxable? In otherwords, will his income effect the taxability of mine? Thanks for any help with this!
    bushg's Avatar
    bushg Posts: 3,433, Reputation: 596
    Ultra Member
     
    #2

    Jan 13, 2008, 06:13 PM
    My son was on SSI for a few years and we did not have to claim it. No we did not have to pay taxes on the SSI monies.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #3

    Jan 13, 2008, 09:57 PM
    JValentino1:

    Adding your SSD to your husband's salary MAY make it taxable, so much so that filing separately may be advisable.

    BushG:

    It's different between a child and a spouse. The child is a separate tax entity. If your son had OTHER income, the SSD could have been taxable.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #4

    Jan 14, 2008, 04:59 AM
    SSI is never taxable. But the SS disability and benefits may be taxable if the total income exceeds a certain limit. Then up to 85% of SSD payments may be taxable.
    The base limit is half of the SSD plus all other income is around $32,000 for married filing jointly ($32,000 is figure for 2006).
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #5

    Jan 14, 2008, 01:10 PM
    Once again, MukatA's posting is better than mine!

    I am getting an inferiority complex! :-(

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