Tax Deadline Approaching, Make Sure You’re Prepared

With April15 fast approaching, we would like to remind Social Security Disability Insurance (SSDI) beneficiaries that they may need to file an income tax return.

Your tax rate is determined by adding half of your SSDI benefit amount with your other income sources, which puts you into a tax bracket. Other factors, including marriage and household dependents, play a role in how much you are taxed.

According to the Social Security Administration (SSA), no one pays federal income tax on more than 85 percent of his or her Social Security benefits based on Internal Revenue Service (IRS) rules. For more information about whether you need to pay federal income taxes, you can visit the SSA website by clicking here.

If you have questions about taxes and SSDI, contact our Tulsa social security lawyers and have them review your situation.

Lump Sum Payments

Lump sum payments are an issue that may come up that may come up when a beneficiary files his or her taxes. Because the SSA has a backlog, sometimes it takes a while for person to receive payments—often resulting in a lump sum payment for previously owed benefits.

This lump sum payment can create issues for recipients, as it can affect the amount of money owed to the IRS. In this circumstance, we would recommend working with a tax assistant or an accountant—sometimes you can make several payments on owed taxes and spread this burden out over time.

Disabled people are also eligible for tax credits and various deductions, so filing correctly is important, as it could save you money. If you are worried about taxes, we suggest visiting the SSA website linked above, where you can download a W-4V form and voluntarily have taxes withheld from future payments.

If you have questions about applying or qualifying for SSDI, contact a Tulsa Social Security Disability attorney for more information about your rights. We offer free evaluations of your case; you may reach us by phone at (918) 265-1404.

Troutman & Troutman, P.C. – Tulsa Social Security Disability attorneys


    I didn't think there was a caring professional considerate attorney firm on the planet, but Troutman & Troutman proved me wrong. From the receptionist to the legal assistance to the attorney and more they were exceptional people.

    - Robert S.

    They did a fantastic job getting everything gathered up and getting the trial done as quickly as possible. Anytime I had a question they were patient and help me understand what was going on. Especially Christy and Charlie were great.

    - Michael M.

    Steve Troutman was able to get my short-term and long-term disability for me. Then Erin another lawyer for their firm got my Social security disability for me. Great people.

    - Billy S.

    Mr. Troutman walked me through the entire process. Heather was available each time I called, answered all my crazy questions, and helped me fill out forms along the way. I was never treated like I was wasting time.

    - Julia C.

    Erin and Keith were fabulous! They were compassionate, helpful, and very responsive! They made the process very smooth and painless every step of the way.

    - Valerie W.

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