SSA Disability Payment Taxable?

Forum|Forum|3 years ago
April 14, 2023
2 replies
20 views

I have a client that received disability payments from the Social Security Administration (a lump sum for prior years to catch up since the date of being disabled) and started receiving monthly amounts for part of 2022. This is the person's only income, and they are single. Based on research I have done they are not required to pay taxes since they do not have any other sources of income. Can anyone confirm this or have suggestions for additional research?

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Just-Lisa-Now-

Intuit Community Champion

If thats their only income, no return is needed. In the future, when in doubt, plug it into a tax return and see what happens,

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TaxGuyBill

Level 15

How much is it?

T

tbamazeAuthor

Level 3

Lump sum of $40,734 (for prior years) and $14,210 for 5 months of 2022. Total is $54,944. Person did not file past 2 years because had no income to report.

T

TaxGuyBill

Level 15

The taxable amount will be less than his $12,950, so he probably isn't required to file a tax return.

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