The Peck Group, LC
  • Comprehensive Tax Law Representation Since 1995

    We handle every aspect of tax law: preparing tax returns, representing clients during audits, resolving IRS and state tax controversies, and creating tax planning strategies for the future.

  • Problems With The IRS Or State Tax

    Our attorneys are committed to providing efficient and effective tax solutions for individuals and businesses in Georgia and nationwide.

  • Planning For The Future

    Our lawyers help individuals and businesses with all aspects of estate and tax planning. We help our clients use proactive strategies to minimize tax implications in the future

  • Changing The Balance Of Power

    Does it feel like the government has all the power? Taxpayers have rights, too. We use our knowledge of tax law to shift the balance of power and ensure that your rights are protected.

  • Tax Solutions … And Peace Of Mind

Understanding taxes and Social Security disability

For many individuals, the uncertainty of filing taxes can be quite nerve wrecking. For this reason, many seek assistance in filing their tax returns

Even so, it can be helpful for filers to know what to expect through the process. There are a few key things to understand about taxes and how they affect Social Security disability.

Taxable funds 

In many cases, the Social Security Administration does not require people to pay taxes on Social Security disability. However, in specific circumstances, it may happen. The SSA details instances where people may owe taxes on Social Security benefit payments.

Whether they have to pay taxes on their benefits largely depends upon filing status and income. Those who file single and make over $25,000 and those who file joint and make over $32,000 must pay taxes on their Social Security. But, they only pay taxes on a portion of their benefits, up to 85 percent, depending upon their income.

Back payments

Those who receive back payments on their Social Security should be careful when filing. Although they may receive them as one lump sum in a year, it is not a part of the payments for that year. Therefore, they should report the payments as amendments to the previous years they were intended for. This will help to reduce the possible amount of taxes the recipient could owe.

Claims and withholdings

Taxpayers should report the amount that they find on their SSA-1099. If by chance a disabled person does not receive their form, he or she may contact the SSA to retrieve it. For those who know that they will have a tax payment, it may be beneficial to have the SSA hold taxes back. They simply have to contact the SSA and set up a withholding agreement.

This is a brief overview of how taxes may affect Social Security disability. For further detail and explanation, it may be beneficial to speak with a tax attorney to determine the best options available.

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The Peck Group, LC
5855 Sandy Springs Circle N.E., Suite 190
Atlanta, GA 30328

Phone: 770-884-6914
Fax: 770-933-2369
Atlanta Office Location

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