Dependent SSDI benefits

Forum|Forum|1 year ago
August 15, 2024
1 reply
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Hi,

Our 31yr old disabled son just started receiving SSDI benefits based on my wife's earnings record. SSDI is his only source of income and amounts to less than $12k/yr. My wife and I file MFJ, with our son as our sole dependent. He lives with us year-round.

My question is whether his SSDI income, for which he will receive an SSA-1099, must be reported on a tax return, either our MFJ return or our son's own report (a tax return in his name has never been filed to date).

If the former, will it increase our AGI, and if the latter, will that preclude us from claiming him as a dependent on our MFJ report?

Not sure whether it matters, but his mother and I are his biological parents, court-appointed conservators and representative payees.

Thanks in advance!

Not A Product Question

Best answer by VolvoGirl

No he doesn't need to file a return. They are always changing those Help articles around. Since his SSDI is his only income it is not taxable then he doesn't need to file at all.

VolvoGirl

Employee

You don't include their income on your return. It would only go on their return if they are required to file one. If they only get ssi or SS, SSDI or a SSA-1099 they don't have to file a return and nobody reports it. And it doesn’t affect you from claiming him.

Filing requirements for a dependent

https://ttlc.intuit.com/community/children-dependents/help/do-i-need-to-file-my-own-taxes-if-i-m-a-dependent/00/26111