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Social Security Disability & SSI Benefits - TaxAct
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Social Security benefits include monthly retirement, survivor, and disability payments, and they are reported to you on Form SSA-1099. A portion of these benefits may be taxable depending on your income level. TaxAct will calculate this using the Taxable Social Security Benefits Worksheet.

Note: Supplemental Security Income (SSI) is not taxable and should not be reported on your tax return.

For more detailed information, go to IRS Publication 915

For steps on how to enter or review information from Form SSA-1099 (Social Security Benefits) or Form RRB-1099 (Railroad Retirement Board Social Security), see the FAQ Forms SSA-1099 and RRB-1099 - Entering Social Security or Railroad Retirement in Program.