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April 12, 2022
Question

My wife gets social security disability and I need to know if I need to even have her on my tax return?

  • April 12, 2022
  • 1 reply
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She also has been the one to make donations and other things that I was going to use on here.

1 reply

DoninGA
Employee
April 12, 2022

If you are legally married and living together you have to file as Married Filing Jointly or Married Filing Separately.  You should be filing as Married Filing Jointly even if one spouse has little or no income.

 

She would have received a Form SSA-1099 for the disability payments.  They have to be reported on a 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