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January 14, 2021
Question

Receiving Social Security Disability. Is it best to file jointly with spouse or separate?

  • January 14, 2021
  • 1 reply
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1 reply

DoninGA
Employee
January 14, 2021

File Married Filing Jointly.

 

Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

  • Married Filing Jointly - $32,000
  • Single or Head of Household - $25,000
  • Married Filing Separately - 0