Dick Adams wrote:

- quote -

830$ per month may be earned and not disqualify one
receiving SSDI. I remember now couple of years ago a trucker
who was astounded when his social security "case worker"
told him he could still work and make ... something like
700$ plus per month. anyway, 830 is the figure now. See
the social security web site.

- quote -

Right; no effect.

ChEAr$,
Harlan Lunsford, EA n LA
Sun 20 Mar 2005

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Dick Adams <rdadams[at]smart.net> wrote:

- quote -

Even though I was born at UNC and have a BSBA from UNC, I
don't have any personal experience with the situation you
describe. Stipends fall under IRC 117(b) and (c). Also see
Proposed Reg. 1.117-6. If you don't have access to these,
let me know.

Also see Publication 525 and 520.

http://www.irs.gov/pub/irs-pdf/p525.pdf

http://www.irs.gov/app/vita/content/...ges/pub520.pdf

I couldn't find 520 on the Publications page.

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My son's PhD stipends and teaching pay have been taxable.
Tuition and fee waivers have not been.

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Dick Adams wrote:

- quote -

I thought the definition of "D" for SSDI included that you
are unable to perform ANY occupation. Teaching a course
sounds like an occupation.

You do propose an interesting tax question, though, which I
don't have a good answer too.

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Dick Adams <rdadams[at]smart.net> wrote:

- quote -

My recollection is that stipends, as well as certain awards
like the Nobel Prize, used not to be taxable. As far as I'm
aware, though, they are taxable these days.

Sorry, I don't know anything about SSDI

- quote -

I'll ride shotgun.

Stu

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In Research Universities, Ph.D. students are given stipends
of $12,000 to $15,000 a year and tuition waivers. The only
expectation is that the student attends classes, passes
courses, and produces independent research. Most of that
research is course related. Ph.D. students often teach
undergraduate courses and are paid for that separately.

The question is the taxability of that income. There is
no question that the teaching income is taxable with FICA
and Medicare withheld. Is the stipend also taxable?

Having had 5 operations in the last two years, I have
applied for SS Disability. I expect to get it because
I cannot drive a car because of potential back spasms
and because of pain killers I have to take daily AND I
cannot stand for more than 5 to 10 minutes at a time.
My first thought is to go back to the University of the
Promised Land at Chapel Hill and finish my Ph.D.

How would that stipend affect SSDI?

How would $4,000 for teaching a course affect SSDI?

Also I have a whole $9,000 retirement from the University
which I was told has no effect on SSDI. Is that correct?

Do not worry I will take the newsgroup with me!

Dick - My Blood runs Carolina Blue

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