is SSDI taxable?

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.

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

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.

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

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

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

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

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

-Mark Bole

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