Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Wasn't sure why I haven't received my SSA-1099 and if I have…

Customer Question
Wasn't sure why I...

Wasn't sure why I haven't received my SSA-1099 for 2015 and if I have to include that in my return filing

Accountant's Assistant: Thanks. Can you give me any more details about your issue?

I recieved SSDI in 2015 and wondered if I should have recieved my SSA-1099

Submitted: 2 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 31 minutes by:
2/27/2016
Tax Professional: Lev, Tax Advisor replied 2 years ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,303
Experience: Taxes, Immigration, Labor Relations
Verified

If you are getting social security benefits - including disability benefits - you should have reporting form SSA-1099.

Ask Your Own Tax Question
Tax Professional: Lev, Tax Advisor replied 2 years ago

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.

Otherwise,

I appreciate if you take a moment to rate the answer.

Experts are ONLY credited when answers are rated positively.

If you still have any doubts, need clarification - please be sure to ask.

I am here to help you with all tax related issues.

Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Lev Your Own Question
Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 33,303
33,303 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

Lev is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I was awarded SSDI in 2017...I have an accounting degree and
I was awarded SSDI in 2017...I have an accounting degree and an MBA and I think I can handle the taxes, but I'm stumped on one detail...I know that the "back pay" portion of what I received in 2017 sh… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I started started receiving Social Security benefits after a
I started started receiving Social Security benefits after a layoff, with 25% of benefits going to the IRS. I have since completed withdrawal from benefits and repaid benfits including the part paid t… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,303 satisfied customers
My wife passed away in early 2015 and in the same year I
My wife passed away in early 2015 and in the same year I filed bankruptcy shortly after. I received a 1099-C last year from one creditor and filed it with the exception form. My tax situation is very … read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,328 satisfied customers
I RECIEVIED A LETTER FROM THE IRS ABOUT MY 2015 FEDRAL
i RECIEVIED A LETTER FROM THE IRS ABOUT MY 2015 FEDRAL RETURN IT STATED A 1099C WAS RECIEVED FOR A DEPT CACELLATION OF A LOAN I COSIGNED FOR A CAR LOAN FROM 8 YEARS AGO IS THIS RIGHT I NEVER RECIEVED … read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
2,328 satisfied customers
I received a form 3531 with boxes 1 and 5 checked. The return
I received a form 3531 with boxes 1 and 5 checked. The return was signed and dated so I have no idea why box 1 was checked. The vague … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I am a retired US citizen residing abroad with my NRA spouse.
I am a retired US citizen residing abroad with my NRA spouse. We live and file taxes based on our non-US address and have no residence in the US. We have been filing 1040 joint returns on our world wi… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
33,303 satisfied customers
In 2015 i received a annuity check from my Mother's Death.
In 2015 i received a annuity check from my Mother's Death. I'm 100% Disabled service connected Veteran and Recieve social security Disability considered permanent and Total due to combat. I can't work… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My husband passed away in July 2015. He was on AT &
Hello. My husband passed away in July 2015. He was on AT & T Long Term Disability, but was approved for SSDI in January 2015. SSDI gave him a significant lump sum in back pay. ATT LTD then took most o… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
I'm 64 years old and started receiving Social Security
Hi, I'm 64 years old and started receiving Social Security payments in 2015. In filing my 2015 taxes using Turbo Tax; it asks me if Federal Taxes were withheld from my Social Security. I have not rece… read more
Anne
Anne
Master Tax Preparer
1,328 satisfied customers
My wife was my adult son's rep payee. He received SSDI
My wife was my adult son's rep payee. He received SSDI for 2015 and past away in Aug 2015 and no earned income. His only income was the monthly SSDI of about $12,000 for 2015 and he lived alone. My wi… read more
abci168
abci168
Principal
27 satisfied customers
I recieve SSDI and just received settlement of a legal case.
I recieve SSDI and just received settlement of a legal case. Wanting to invest in rental property but not sure if that will jeopardize ssdi? even tho income would be considered passive on taxes, does … read more
Shawn P. Adamo
Shawn P. Adamo
CEO
Bachelor's Degree
18 satisfied customers
I got married this year on July 20. Husband thinks date of
I got married this year on July 20. Husband thinks date of marriage matters whether we we can still file still single or married. I am on SSDI too and haven't changed my last name at SSA (just never g… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,648 satisfied customers
I was self-employed from 2001 to 2007. I am now disabled and
I was self-employed from 2001 to 2007. I am now disabled and have tried to apply for SSDI but have discovered that for several of these years I did not recieve work credits and therefore I am short 6 … read more
Charles Greiner
Charles Greiner
Owner
Bachelor's Degree
2,436 satisfied customers
My form SSA-1099 includes a sump sum payment for 2009 in the
My form SSA-1099 includes a sump sum payment for 2009 in the total. Do I need to list it separately also? Turbo Tax asked if I recdeived a lump sum payment, and since it's included in the Net benefits… read more
Stephanie B.
Stephanie B.
Accountant
Master's Degree
451 satisfied customers
My wife and I are 56 and both receive SSDI. Based on the SSA-1099
My wife and I are 56 and both receive SSDI. Based on the SSA-1099 she received 17,011.20 and I received 17,864,00. I am also a retired from the Army for length on service and received 21,342.79. I am … read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
hi, im wondering if i should file a return for this year which
hi, im wondering if i should file a return for this year which I recieved 20,000 ddollars in unemployment and only 120 dollars of earned income… read more
Wallstreet Esq.
Wallstreet Esq.
Tax Attorney
Doctoral Degree
586 satisfied customers
In 2009, I received Social Security Disability Insurance in
In 2009, I received Social Security Disability Insurance in a lump sum of $70,182 after a long legal battle. In the document they broke out how much I should have received each month for 2004,05,06,07… read more
Bizhelp
Bizhelp
Certified Public Accountant (CPA)
Bachelor's Degree
638 satisfied customers
When filing for disability credit I recieve this error message
When filing for disability credit I recieve this error message "If the spouse is retired on disability, there must either be a Form 1099-R, Box 7 Distribution Code '3' or an entry on the Taxable and N… read more
Jesse Handel
Jesse Handel
Tax Preparer and Chemist
Bachelor's Degree
3 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x