Home Menu

Site Navigation




advertisement
NeuroTalk Support Groups > > >

question about filing taxes

Reply
Page 1 of 2 1 2
 
Thread Tools Display Modes
Old 01-18-2013, 12:11 PM #1
razzle51's Avatar
razzle51 razzle51 is offline
Senior Member
  
Join Date: Aug 2006
Location: Iowa
Posts: 1,028
15 yr Member
razzle51 razzle51 is offline
Senior Member
razzle51's Avatar
 
Join Date: Aug 2006
Location: Iowa
Posts: 1,028
15 yr Member
Default question about filing taxes
husband and I are both on ssd ... we also have retirement benefits ..

do you include the retirement benfits when filing income taxes or is it just ssd .
__________________
Remember That Life Is Short!!!" break the rules, Forgive quickly, Love truly, laugh uncontrolably, And never regret anything that made you smile
razzle51 is offline   Reply With QuoteReply With Quote

advertisement
Old 01-18-2013, 02:04 PM #2
LIT LOVE LIT LOVE is offline
Magnate
  
Join Date: Mar 2010
Posts: 2,304
10 yr Member
LIT LOVE LIT LOVE is offline
Magnate
 
Join Date: Mar 2010
Posts: 2,304
10 yr Member
Default
If your only income is SSI or SSDI, there should be no need to file. Do you have non Social Security benefits that are taxable? I was confused by your question.
LIT LOVE is offline   Reply With QuoteReply With Quote
Old 01-18-2013, 04:04 PM #3
bretd bretd is offline
Member
  
Join Date: Jun 2012
Location: muskegon, michigan
Posts: 130
10 yr Member
bretd bretd is offline
Member
 
Join Date: Jun 2012
Location: muskegon, michigan
Posts: 130
10 yr Member
Default
Quote:
Originally Posted by razzle51 View Post
husband and I are both on ssd ... we also have retirement benefits ..

do you include the retirement benfits when filing income taxes or is it just ssd .
it all depends on how much you make. I would make a call to h and r block or some one who does tax's and tell them how much you both have earned fromm ss and ssi and if you need to file. I am sure they will answer your question's.
bretd is offline   Reply With QuoteReply With Quote
Old 01-18-2013, 07:00 PM #4
LIT LOVE LIT LOVE is offline
Magnate
  
Join Date: Mar 2010
Posts: 2,304
10 yr Member
LIT LOVE LIT LOVE is offline
Magnate
 
Join Date: Mar 2010
Posts: 2,304
10 yr Member
Default
There used to be a free application on the H&R block website.
LIT LOVE is offline   Reply With QuoteReply With Quote
Old 01-19-2013, 05:04 AM #5
razzle51's Avatar
razzle51 razzle51 is offline
Senior Member
  
Join Date: Aug 2006
Location: Iowa
Posts: 1,028
15 yr Member
razzle51 razzle51 is offline
Senior Member
razzle51's Avatar
 
Join Date: Aug 2006
Location: Iowa
Posts: 1,028
15 yr Member
Default
thanks for replys . we dont have to file
__________________
Remember That Life Is Short!!!" break the rules, Forgive quickly, Love truly, laugh uncontrolably, And never regret anything that made you smile
razzle51 is offline   Reply With QuoteReply With Quote
Old 01-19-2013, 06:07 AM #6
mrsD's Avatar
mrsD mrsD is offline
Wisest Elder Ever
  
Join Date: Aug 2006
Location: Great Lakes
Posts: 33,508
15 yr Member
mrsD mrsD is offline
Wisest Elder Ever
mrsD's Avatar
 
Join Date: Aug 2006
Location: Great Lakes
Posts: 33,508
15 yr Member
Question
I have a question too...

Just started receiving my SSi benefits in Nov.

For income taxes, since we file jointly, will I have to pay more by
filing with my husband? Or should we now file separately?

I do not work, but have some IRA, 401K and some not large
stocks....just the gains on those. The IRA and 401K don't count
until I take money out, I assume?
__________________
All truths are easy to understand once they are discovered; the point is to discover them.-- Galileo Galilei

************************************

.
Weezie looking at petunias 8.25.2017


****************************
These forums are for mutual support and information sharing only. The forums are not a substitute for medical advice, diagnosis or treatment provided by a qualified health care provider. Always consult your doctor before trying anything you read here.
mrsD is offline   Reply With QuoteReply With Quote
Old 01-19-2013, 06:12 AM #7
bretd bretd is offline
Member
  
Join Date: Jun 2012
Location: muskegon, michigan
Posts: 130
10 yr Member
bretd bretd is offline
Member
 
Join Date: Jun 2012
Location: muskegon, michigan
Posts: 130
10 yr Member
Default
Quote:
Originally Posted by mrsD View Post
I have a question too...

Just started receiving my SSi benefits in Nov.

For income taxes, since we file jointly, will I have to pay more by
filing with my husband? Or should we now file separately?

I do not work, but have some IRA, 401K and some not large
stocks....just the gains on those. The IRA and 401K don't count
until I take money out, I assume?
I did work for h&r block for a short time, and I would say first ask a tax pro these questions, but it is almost always better to file jointly to get the deduction of both of you. SO no you would pay less with your husband. You actually get a deduction on your ira and 401. but talk to your tax pro first.
bretd is offline   Reply With QuoteReply With Quote
"Thanks for this!" says:
mrsD (01-19-2013)
Old 01-19-2013, 10:05 AM #8
LIT LOVE LIT LOVE is offline
Magnate
  
Join Date: Mar 2010
Posts: 2,304
10 yr Member
LIT LOVE LIT LOVE is offline
Magnate
 
Join Date: Mar 2010
Posts: 2,304
10 yr Member
Default
Quote:
Originally Posted by mrsD View Post
I have a question too...

Just started receiving my SSi benefits in Nov.

For income taxes, since we file jointly, will I have to pay more by
filing with my husband? Or should we now file separately?

I do not work, but have some IRA, 401K and some not large
stocks....just the gains on those. The IRA and 401K don't count
until I take money out, I assume?
Do you mean SSDI, or SSI?
LIT LOVE is offline   Reply With QuoteReply With Quote
Old 01-19-2013, 11:35 AM #9
Janke Janke is offline
Member
  
Join Date: Sep 2008
Posts: 686
15 yr Member
Janke Janke is offline
Member
 
Join Date: Sep 2008
Posts: 686
15 yr Member
Default
Quote:
Originally Posted by LIT LOVE View Post
Do you mean SSDI, or SSI?
Let's hope she means SSDI not SSI since having a 401k and an IRA is a countable resource for SSI and if the value is too high, then no SSI should be paid.
Janke is offline   Reply With QuoteReply With Quote
Old 01-19-2013, 11:44 AM #10
mrsD's Avatar
mrsD mrsD is offline
Wisest Elder Ever
  
Join Date: Aug 2006
Location: Great Lakes
Posts: 33,508
15 yr Member
mrsD mrsD is offline
Wisest Elder Ever
mrsD's Avatar
 
Join Date: Aug 2006
Location: Great Lakes
Posts: 33,508
15 yr Member
Lightbulb
No I don't have disability, just Social security (retirement), now. (The abbreviations confuse me, sorry).

I just became eligible in November.
__________________
All truths are easy to understand once they are discovered; the point is to discover them.-- Galileo Galilei

************************************

.
Weezie looking at petunias 8.25.2017


****************************
These forums are for mutual support and information sharing only. The forums are not a substitute for medical advice, diagnosis or treatment provided by a qualified health care provider. Always consult your doctor before trying anything you read here.
mrsD is offline   Reply With QuoteReply With Quote
Reply
Page 1 of 2 1 2

« Previous Thread | Next Thread »

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
This MAY help when filing... AllAmericanAmy Social Security Disability 3 10-15-2012 12:54 PM
Question about filing for adult child Cricket183 Social Security Disability 4 04-01-2011 08:40 PM
Anyone filing taxes as a small business owner? See Mari Bipolar Disorder 0 02-27-2011 04:13 AM
e-filing taxes Blessings2You The Stumble Inn 14 02-04-2011 08:44 PM
Question about filing for disability llrn7470 Reflex Sympathetic Dystrophy (RSD and CRPS) 4 01-15-2009 01:46 PM


All times are GMT -5. The time now is 02:17 AM.

Powered by vBulletin • Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.

vBulletin Optimisation provided by vB Optimise v2.7.1 (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
 

NeuroTalk Forums

Helping support those with neurological and related conditions.

 

All posts copyright their original authors.

The material on this site is for informational purposes only,
and is not a substitute for medical advice, diagnosis or treatment
provided by a qualified health care provider.

Always consult your doctor before trying anything you read here.

Home