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January 17, 2025
Question

Do I report social security disability income for my spouse?

  • January 17, 2025
  • 1 reply
  • 0 views
my spouse receives social security disability income, this is his only income. Is it reportable?

    1 reply

    DoninGA
    Employee
    January 17, 2025

    You should be filing as Married Filing Jointly then you have to enter their Social Security benefits on the joint tax return.

     

    Social Security Retirement/Disability/Survivors benefits are reported on a form SSA-1099 and the benefits received are to be entered on a federal tax return. The benefits may be taxable depending on the amount of other income you have entered on your tax return.

    To enter Social Security benefits reported on form SSA-1099

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On Social Security (SSA-1099, RRB-1099), click the start or update button

     

    Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

     

    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