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6 Answers

I receive Disability-Retirement and Social Security. Do I have to file taxes?

Asked by: epondel 549 views YA Discussion

I receive Disability-Retirement and Social Security as my only income. The total yearly is around $ 50,000. I was told that my retirement is not income taxable and that I do not have to file a tax return. My Daughter is in college and they are requiring a tax return for Fasfa. Do I have to file a tax return? If so, do I have to Claim my daughter in my tax return ?

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  • Is my retirement pay taxable if I receive 6 0
  • social security disability claiming retirement

6 Answers



  1. Quick Answers on Sep 23, 2012 Reply

    If you got a 1099-R or W-2 for the retirment pay, you had a filing requirement.

    If you did NOT get these forms, you request a Verification of Non-Filing letter.

    As for claiming your daughter on your tax return, if you have income and must file, you should claim her if you are entitled to. If you eligible and don’t, she can’t claim her own exemption on her return.

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  2. Judy on Sep 24, 2012 Reply

    You might have been told wrong. What kind of retirement is the disability retirement? It’s very possible taxable, and part of your ss might be also. Not enough info to say whether it’s taxable or not, but very possibly is.

    If you aren’t required to file, you’d need a verification of non-filing for FAFSA.

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  3. Flower on Sep 24, 2012 Reply

    Yes, you do, since your income is over $ 25,000. You must file a tax return. You always pay tax on a private pension but when your total income exceeds $ 25,000 for single person, you will be taxed on both.

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  4. Bobbie on Sep 24, 2012 Reply

    YES when you do receive the 1099-R for your disability retirement and the SSA-1099 for your SSB amounts for each tax year and your total amount that you do receive yearly is AROUND 50000 you more than likely would be REQUIRED to fill out and file your 1040 income tax return for each tax year during each tax filing season for this purpose and some of the SSB amount could also become taxable income to you when you do correctly complete your 1040 income tax return for each tax year for this purpose.
    Yes you do since she is under age of 24 and still living with you in your home that you are maintaining for her to live in except for the temporary absence while away attending college during any 5 month period of the tax year for this purpose.
    And of course she is NOT married RIGHT.
    Good luck to you.
    Hope that you find the above enclosed information useful. 09/23/2012

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  5. tro on Sep 24, 2012 Reply

    first of all, how old is the daughter? if she is 24 and under, attends full time school 5 months of the year, lives in your household 6 months of the year and you provide more than 50% of her support, she can be claimed as your dependent
    you don’t mention how much SS you receive and this very easily could require you to file, some of it might be taxable
    as for the disability, is the source of it being ‘nontaxable’ a knowledgeable source or do you know for a fact it is not taxable?

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  6. Ms. Angel.. on Sep 24, 2012 Reply

    some retirement is taxable even though they tell you it isn’t, depends how it is reported on the 1099R.
    If you aren’t required to file then you would request via Form 4506T Verification of non =filing. proves you don’t have to file.

    good luck

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