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September 28, 2022
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SSDI inputting into TurboTax

  • September 28, 2022
  • 2 replies
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I was wondering when inputting my SSDI amount into TurboTax, do I put the full amount or do I just put the amount being Taxed?

    Best answer by DoninGA

    You enter the amount from box 5 of the SSA-1099. 

    The TurboTax software will calculate the amount of the benefit reported that is taxable.

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

    • Married Filing Jointly - $32,000
    • Single or Head of Household - $25,000
    • Married Filing Separately - 0

    2 replies

    DoninGA
    DoninGAAnswer
    September 28, 2022

    You enter the amount from box 5 of the SSA-1099. 

    The TurboTax software will calculate the amount of the benefit reported that is taxable.

     

    Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:

    • Married Filing Jointly - $32,000
    • Single or Head of Household - $25,000
    • Married Filing Separately - 0
    September 28, 2022

    Hello,

    You need to enter the full amount, TurboTax software will do the calculation for taxable amount.

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