ssdi tax withholding

Forum|Forum|1 year ago
December 31, 2024
2 replies
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My only income is SSDI and I voluntarily filled out a W4. I didn't know if SSDI is taxable and I didn't want any surprises later. Do I have to take out taxes or can I stop the withdrawal?

Thank you

Not A Product Question

Best answer by VolvoGirl

No. If you only get SS or SSDI it is not taxable and you don't need to file a tax return except to get back any withholding taken out. So you can stop the withholding.

xmasbaby0

Employee

If Social Security disability is your ONLY income you do not have to file a tax return at all unless you have a 1095A for marketplace health insurance. If tax has been withheld from your SS, then you can file a tax return to seek a refund this time. You will receive a SSA1099 in January that can be entered on your tax return.

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

And....if SS is your ONLY income you can stop having tax withheld from the benefits.

**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.**

MULVANEYCLANAuthor

THANK YOU. That was very helpful.

VolvoGirlAnswer

Employee

No. If you only get SS or SSDI it is not taxable and you don't need to file a tax return except to get back any withholding taken out. So you can stop the withholding.