On Oct 31, 8:53*pm, kam...[at]panix.com (Arthur Kamlet) wrote:
- quote -

Can you tell me what the max income is for a married couple filing
jointly?

========================================= MODERATOR'S COMMENT:
When 1/2 SS plus other income exceed $32,000 for MFJ SS starts to
become taxable - Mod Joe

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Jane wrote:

- quote -

She should also receive, shortly after year-end, a tax year reporting
form, 1099-SSA, showing this income.

-Mark Bole

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On Oct 31, 9:53*pm, kam...[at]panix.com (Arthur Kamlet) wrote:
- quote -

Sounds similar to the way our regular Social Security benefits are
taxed. Mass. does not tax these benefits.

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On Nov 1, 4:16*pm, Harlan Lunsford <hlunsf...[at]bellsouth.net> wrote:
- quote -

So the SSDI benefits are taxed in the same way that regular Social
Security benefits are taxed, correct?

========================================= MODERATOR'S COMMENT:
Correct.

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Arthur Kamlet wrote:
- quote -

Depending of course on whether or not daughter is married, in which case
the threshold is different from the 25,000$ my colleague has quoted.

ChEAr$,
Harlan Lunsford, EA n LA

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"Jane" wrote:

- quote -

Federal: Maybe, depending on her total income. See the worksheet for Line
20 of the 1040.

Mass: I don't know, and I don't recall anyone on the board familiar with
Mass. Many states start with Federal AGI and then make adjustments to it.
Check the state instructions.

--
Phil Marti
Clarksburg, MD

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In article <8a08f908-e09d-45a7-8208-fc34e4a59fd5[at]w39g2000prb.googlegroups.com> ,
Jane <googlemail2003[at]yahoo.com> wrote:
- quote -


I cannot speak for the state, but on her federal income tax, if half her
Social security benefits plus her other income is over $25,000 then some
of her social security benefits are taxable.
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

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My daughter has MS. She was just approved for Social Security
Disability benefits.

Is this money subject to federal income tax? What about state? She
lives in Massachusetts.

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >