What You Need To Know About Tax Season And Your SSDI Benefits

April 18th is coming. Are you ready? Tax day is that American tradition that nobody is really eager to greet, but it is inevitable for anyone living and working in our country. Tax day even has significance to people with disabilities who depend on the government to get by. Here are some details you may need to know if you are collecting benefits for disability in our country.

Tax Season And Your SSDI Benefits

  • Your Benefits Can Be Taxed: The benefits you receive from the Social Security Administration can count as income, so they need to be reported to the IRS. However, this usually only happens if you make a substantial income in addition to your benefits. So if you are self-employed, have a part-time job, earn interest or dividends—etc.—then you will probably have to pay taxes on some of your benefits.
  • Keep An Eye Out For Paperwork: If you collect Social Security disability benefits, then every year in January you will receive a Social Security Benefits Statement—also called Form SSA-1099. This document is very important because it will tell you the total amount of benefits you received the year before. The IRS will need this information to determine if you are going to have to pay taxes, or receive a tax return.
  • If You Lose Your SSA-1099: The information on your SSA-1099 is important to your tax return, so if you don’t receive it—or you lose it—contact the Social Security Administration so you can get a new one. You can also request a new SSA-1099 by logging on to your “my Social Security” account. If you don’t have one of those, you can create an account on the Social Security Administration You can also monitor your benefits from your my Social Security account.
  • Something Else You Should Know: If you collect Supplemental Security Income (SSI), then you probably won’t receive an SSA-1099 form. SSI is not taxable.

Having problems with your disability benefits application?  Want to learn more about your SSDI benefits? Keep following our blog for more tips and information about Social Security Disability Insurance and Supplemental Security Income!

Brought to you by the Tulsa Social Security Disability Law Firm Troutman & Troutman—experienced help for your SSDI and SSI needs.


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