Question:
do i have to pay taxes on my bk pay for ss disability?
smokeaway
2011-08-05 00:47:08 UTC
do i have to pay taxes on my bk pay for ss disability?
Three answers:
Michael Plaks
2011-08-08 20:58:40 UTC
My colleague Russ B may indeed have 25 years of experience but he got this question wrong. Not only you have to pay taxes on that amount but you CANNOT spread it over several years. Please see the link below which states it in black and white.



To be more accurate, the tax will not be on the amount of your benefits, but rather the entire amount will be included in calculation. In the worst case, up to 85% of your benefits may become taxable. However, as explained in my link, there're some complicated calculations that can reduce your burden.



Michael Plaks, EA, Houston TX

www.MichaelPlaks.com
Russ B
2011-08-05 10:20:15 UTC
Yes you do!



BUT, if you have someone that knows what they are doing they can spread it across several years.



Meaning...that the amount that is from the previous years you would calculated as if it was recieved in those years it was due. Instead of using the standard calculations.



It makes a HUGE difference.
?
2011-08-05 11:00:20 UTC
Yes this could be possible BUT you will need to be careful and make sure that your 1040 income tax return is correctly completed for this purpose.

SSDI and SSB it is always possible for from 50% to 85% of the social security benefit amount that you receive during the year to become taxable income to you on your 1040 income tax return.

Use the search box at the www.irs.gov website for Are Your Social Security Benefits Taxable?



http://www.irs.gov/newsroom/article/0,,id=179091,00.html



You should receive a Form SSA-1099 which will show the total amount of your benefits. The information provided on this statement along with the following seven facts from the IRS will help you determine whether or not your benefits are taxable.

How much – if any – of your Social Security benefits are taxable depends on your total income and marital status.

Generally, if Social Security benefits were your only income for 2010, your benefits are not taxable and you probably do not need to file a federal income tax return.

If you received income from other sources, your benefits will not be taxed unless your modified adjusted gross income is more than the base amount for your filing status.

Your taxable benefits and modified adjusted gross income are figured on a worksheet in the Form 1040A or Form 1040 Instruction booklet.

You can do the following quick computation to determine whether some of your benefits may be taxable:

For additional information on the taxability of Social Security benefits, use the search box at the www.irs.gov website for IRS Publication 915, Social Security and Equivalent Railroad Retirement Benefits. Publication 915 is available on this website or by calling 800-TAX-FORM (800-829-3676).



http://www.irs.gov/publications/p915/index.html



Lump-Sum Election



http://www.irs.gov/publications/p915/ar02.html#en_US_2010_publink100097893



You must include the taxable part of a lump-sum (retroactive) payment of benefits received in 2010 in your 2010 income, even if the payment includes benefits for an earlier year.

Generally, you use your 2010 income to figure the taxable part of the total benefits received in 2010. However, you may be able to figure the taxable part of a lump-sum payment for an earlier year separately, using your income for the earlier year. You can elect this method if it lowers your taxable benefits.

Under the lump-sum election method, you refigure the taxable part of all your benefits for the earlier year (including the lump-sum payment) using that year's income. Then you subtract any taxable benefits for that year that you previously reported. The remainder is the taxable part of the lump-sum payment. Add it to the taxable part of your benefits for 2010 (figured without the lump-sum payment for the earlier year).

Because the earlier year's taxable benefits are included in your 2010 income, no adjustment is made to the earlier year's return. Do not file an amended return for the earlier year.

Will the lump-sum election method lower your taxable benefits? To find out, take the following steps.

Lump-sum payment reported on Form SSA-1099 or RRB-1099. If you received a lump-sum payment in 2010 that includes benefits for one or more earlier years after 1983, it will be included in box 3 of either Form SSA-1099 or Form RRB-1099. That part of any lump-sum payment for years before 1984 is not taxed and will not be shown on the form. The form will also show the year (or years) the payment is for. However, Form RRB-1099 will not show a breakdown by year (or years) of any lump-sum payment for years before 2008. You must contact the RRB for a breakdown by year for any amount shown in box 9.

Hope that you find the above enclosed information useful. 08/05/2011


This content was originally posted on Y! Answers, a Q&A website that shut down in 2021.
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