1. SS vs SSDI vs SSI (Financial Need) vs SSI (Disability)
SS or RRB (SS Equivalent)
SS or RRB (SS Equiv.) Disability
SSI (Supplemental Security Income) (Financial Need)
SSI Disability
What is it?
Benefits paid to older workers or survivor based on earnings record of insured worker
Disability benefits are payable to blind or disabled worker, widow(er)s, or adults disabled since childhood, who are otherwise eligible.
The amount of the monthly disability is based on the Social Security earnings record of the insured worker.
Monthly stipend provided to aged (legally deemed to be 65 or older), based on financial need, paid by the United States Government
Monthly stipend provided to blind or persons with a disability, based on disability need, paid by the United States Government
What form does it come from?
SSA-1099
RRB-1099 (blue form)
SSA-1099 or
TP will need to tell tax preparer if it is a disability.
Ask taxpayer.
TP should have received a letter.
Letters are sent to the TP when their monthly stipend changes.
Kansas STTC Training - TY2017

2. SS vs SSDI vs SSI (Financial Need) vs SSI (Disability)
4/28/2019
SS vs SSDI vs SSI (Financial Need) vs SSI (Disability)
SS or RRB (SS Equivalent)
SS or RRB (SS Equiv.) Disability
SSI (Supplemental Security Income) (Financial Need)
SSI Disability
How is it entered on the 1040?
Entered on TSO Federal Income SS Benefits page.
Social Security or Railroad tier 1 received. SS/RRB Benefit amount transferred to 1040 line 20a. TSO calculates what part, if any, is taxable and puts the taxable amount on 1040 line 20b.
Entered on TSO Federal Income SS Benefits page. Benefit amount transferred to 1040 line 20a. TSO calculates what part, if any, is taxable and puts the taxable amount on 1040 line 20b.
Not entered.
How is it entered on the K-40?
TSO subtracts SS benefits, that were taxable on the 1040, on KS Sch S line A7, unless Federal AGI is greater than $75,000
How is it entered on the Homestead?
TSO K-40H/PT no entry required for SS/ TaxSlayer carries from the TaxSlayer includes 50% of SS benefits received on Form K-40H line 6 and 100% on Form K40-PT, line 6.. For RRB enter as negative adjustment to SS benefits and a positive adjustment to pensions on Household Income
Do not subtract from K-40H/PT Household Income unless determined disabled by SS, then enter as a negative amount on Household Income - other SS/SSI Benefits not included in KS AGI.. Also enter as excluded amount .
Add to K-40H/PT. Enter on Household Income - other SS/SSI Benefits not included in KS AGI . TSO adds 50% of it to K-40H household income on line 6 or 100% to K-40PT household income.
Entered on K-40H and K-40PT Excluded Income section Disability Benefits only.
Kansas STTC Training - TY2017