Woodstock, IL asked in Tax Law for Illinois

Q: I received $18,000 in social security disability this last year. Do I need to file an income tax return?

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1 Lawyer Answer
James L. Arrasmith
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  • Tax Law Lawyer
  • Sacramento, CA

A: Whether you need to file a federal income tax return depends on your total income, filing status, and age. For the 2023 tax year (filed in 2024), if your only income was from Social Security Disability Insurance (SSDI) and it was less than $25,000 (for single filers) or $32,000 (for married filing jointly), you generally do not need to file a federal income tax return.

However, there are some circumstances where you may still need to file:

1. If you have other income sources in addition to SSDI that exceed the filing threshold for your status and age.

2. If you are married filing separately and lived with your spouse at any time during the year.

3. If you have self-employment income over $400.

4. If you owe any special taxes, such as the alternative minimum tax or household employment taxes.

It's always a good idea to consult with a tax professional or use the IRS's Interactive Tax Assistant tool to determine if you need to file based on your specific situation. Keep in mind that state tax filing requirements may differ from federal requirements, so be sure to check your state's guidelines as well.

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