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question about filing taxes

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Unread 01-18-2013, 12:11 PM   #1
razzle51
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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 .
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Unread 01-18-2013, 02:04 PM   #2
LIT LOVE
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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.
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Unread 01-18-2013, 04:04 PM   #3
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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.
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Unread 01-18-2013, 07:00 PM   #4
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There used to be a free application on the H&R block website.
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Unread 01-19-2013, 05:04 AM   #5
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thanks for replys . we dont have to file
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Unread 01-19-2013, 06:07 AM   #6
mrsD
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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?
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Unread 01-19-2013, 06:12 AM   #7
bretd
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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.
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Unread 01-19-2013, 10:05 AM   #8
LIT LOVE
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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?
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Unread 01-19-2013, 11:35 AM   #9
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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.
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Unread 01-19-2013, 11:44 AM   #10
mrsD
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No I don't have disability, just Social security (retirement), now. (The abbreviations confuse me, sorry).

I just became eligible in November.
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