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If you are getting social security benefits - including disability benefits - you should have reporting form SSA-1099.
Whether social security benefits are taxable depends on your other taxable income.If you specify amounts of other taxable and income and social security benefits - I will verify if you need to file the tax return and if you have any tax liability.
Here is a simple test.
- take a half of social security benefits- PLUS other taxable income
- if the total is less than $25000 (for singles) or $32,000 (for married couples filing jointly) - none of social security benefits would be taxable
- if the total is more than the threshold - we would need to use a special worksheet to determine the taxable portion.
Let me know if you need any help to evaluate your situation.
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