Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

My son and I are receiving survivor benefits from Social…

Customer Question
My son and I are...
My son and I are receiving survivor benefits from Social Security. Is this taxable?
Submitted: 2 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 2 minutes by:
3/1/2016
Tax Professional: Robin D., Senior Tax Advisor 4 replied 2 years ago
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,855
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified

Hello

SS is not taxable by itself. If you had other income then some of the SS could be taxable. You do not add your amount and your son's together.

Just look at your SS and to half of that add any other income you received in the year. If that amount is $25000 or more then some of your SS could be taxable.

I know rating takes an additional step and I truly appreciate it when you take the extra time!
When you actively click on a rating and click submit, that lets Just Answer know you were assisted and credits me for the time.

Ask Your Own Tax Question
Tax Professional: Robin D., Senior Tax Advisor 4 replied 2 years ago

Please let me know if you need more information

Ask Your Own Tax Question
Tax Professional: Robin D., Senior Tax Advisor 4 replied 2 years ago

Checking back to see if you responded

Ask Your Own Tax Question
Was this answer helpful?
Ask Robin D. Your Own Question
Robin D.
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,855
17,855 Satisfied Customers
Experience: 15years with H & R Block. Divisional leader, Instructor

Robin D. 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

4,495 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

17,855 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
Received an accelerated death benefit of 200,000 and incured
received an accelerated death benefit of 200,000 and incured 100,000 in medical expenses. death benefit is tax free but can i claim the 100,000 on schedule A - against other income … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I am organizing a garage sale that will benefit the G.
I am organizing a garage sale that will benefit the Susan G. Kolman foundation for breast cancer. A friend of mine has donated some items and is looking for a tax donation receipt. How might I handle … read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
R&D Credit Can you send me the rules for what credit an
R&D Credit Can you send me the rules for what credit an S-corporation can take for R&D? Including what qualifies as R&D? Thanks, JW… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
1,027 satisfied customers
On form 1040 line4 21 other income. is this where i should
on form 1040 line4 21 other income . is this where i should enter an amount shown from my pensiopn payments form 1099R … read more
Cole Parker
Cole Parker
Principal/CPA
Bachelor\u0027s Degree
108 satisfied customers
How is calculated taxable % of social security benefits? In
How is calculated taxable % of social security benefits? … read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,240 satisfied customers
About Form8863 (education credits). I'm gonna take credit
About Form8863 (education credits). I'm gonna take credit for my support for a college student child. (1) Whose names shall be on the top? Mine or my college child's name? (1) Should this be a “Refund… read more
Barbara
Barbara
Enrolled Agent, Paralegal
5,119 satisfied customers
I was off and had credit defense coverage on my credit card.
I was laid off and had credit defense coverage on my credit card. They applied several months of payments against my account. Do I need to report this as income and how do I do that. The letter I rece… read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
What are the situations where social security benefits are
What are the situations where social security benefits are not taxable? Or are they always taxable?… read more
Marcia Mitrano
Marcia Mitrano
MBA
62 satisfied customers
Is there any change in the taxability of SS benefits for
Is there any change in the taxability of SS benefits for 2018. … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I am on SSI and have no other income, go I need to file a
I am on SSI and have no other income , go I need to file a tax return? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
Are death benefits taxable? STRS has paid survivor benefits
STRS has paid survivor benefits and included a death benefit. I have always gone with the assumption Life Insurance proceeds are nontaxable....Is that correct? … read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,240 satisfied customers
I received Social Security benefits in 2017 of $13,020, and
I received Social Security benefits in 2017 of $13,020, and I worked part-time in my sole proprietorship with gross revenue of about $33,000, and net income of about $13,000. Do I owe taxes on the Soc… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
What is the tax benefit rule? What is the Tax Benefit Rule?
What is the tax benefit rule? JA: The Accountant will know how to help. Please tell me more, so we can help you best. Customer: What is the Tax Benefit Rule? JA: Is there anything else important you t… read more
PDtax
PDtax
Owner
Master\u0027s Degree
1 satisfied customers
I'm a retired lady with no other income except social Sec.
Hello. I'm a retired lady with no other income except social Sec. I'm 68 yrs. I have a IRA and want to know if I withdraw $2,000. from that account. Do I have to file taxes and pay taxes on that. My s… read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
If a resident US citizen has zero earnings or other income
If a resident US citizen has zero earnings or other income for a few years; are they exempt from any requirement to file a tax return during those years? If that same person chooses to sell off artwor… read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
Re:The tax credit for hybrid vehicles. Is credit available
Re:The tax credit for hybrid vehicles. Is credit available for leased vehicles or just purchased ones. If available for leased please provide me support for my files.… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
232 satisfied customers
I receive ssi security for my son he has no other income, my
i receive ssi security for my son he has no other income, my question is when i file my taxes is this something i have to claim on my taxes?? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 satisfied customers
Are there any refundable tax credits for an individual with
Are there any refundable tax credits for an individual with children and only Social Security disability income?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,855 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