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Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 29796
Experience:  Taxes, Immigration, Labor Relations
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I started receiving SSA Disability status/disability payments

Resolved Question:

I started receiving SSA Disability status/disability payments in 2009. Do I pay state income tax on these payments?
Submitted: 8 years ago.
Category: Tax
Expert:  Lev replied 8 years ago.

If your social security benefits (including your disability benefits) are taxable or not - depends on your other taxable income.

The test is - if your other taxable income plus half of your social security benefits are above the limit - your social security benefits are partly taxable.

The limit is $25,000 for singles, and $32,000 for married couples filing jointly.

 

If - for instance - your social security benefits are $18,000 and your other taxable income is $8000 - the test is $8000 + $18000/2 = $17,000 - so none of your social security benefits are taxable.

 

Just Answer is a paid service and it is not affiliated with the Oregon Department of Revenue.

If you want to contact Oregon DOR - ypou need to call between 8:00 AM - 5:00 PM

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Let me know if you need any help.

 

Customer: replied 8 years ago.
This is the answer I already received from the SSA site which is federal; I specifically wanted to know about state taxes.
Expert:  Lev replied 8 years ago.

Whey you file your Oregon tax return - you should prepare your federal tax return first.

 

On the Oregon form - you will use adjusted gross income from the federal form - that doesn't include your social security benefits - see line 8 -

http://www.oregon.gov/DOR/PERTAX/docs/2008Forms/101-040-08.pdf

 

So you do not include your social security benefits are not included into Oregon taxable income.

 

Also if part of your social security benefits are taxable - they are subtracted from Oregon taxable income - see page 20 instructions -

http://www.oregon.gov/DOR/PERTAX/docs/2008Forms/101-043-08.pdf

 

Let me know if you need any help.

 

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