Disability and Taxes: Credits, Deductions, and Rules: Publications and Documents
Summary
Disabled World offers a variety of publications on disability-related tax topics, covering eligibility for tax-free income, medical expense deductions, and the Earned Income Tax Credit. Articles explore Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and the tax implications of unemployment benefits for those with disabilities. Other topics include Social Security benefit taxation, expiring tax cuts affecting healthcare costs, deductions for long-term care insurance, and tax codes related to assistance dog services. This information helps individuals with disabilities, seniors, and their families better understand tax obligations and available benefits.Searching the Database
The data table below lists items that may have been updated or revised, but the table defaults to sorting by descending publication date; you can search and sort by clicking column headers (JavaScript required). Items in this category are also distributed via our Disability and Taxes: Credits, Deductions, and Rules RSS feed.
| Title and Description | Ed | Publish Revised |
|---|---|---|
| Does U.S. Tax Code Discriminate Against Seniors? Survey reveals 58% of older taxpayers support adjusting Social Security benefit taxation thresholds, which haven't been inflation-adjusted in nearly 40 years. | ✓ ✓ | |
| Tax Refund Spending Plans: Food Security Takes Priority Survey data shows Americans receiving smaller tax refunds plan to prioritize savings, debt reduction, and food purchases over discretionary spending. | ✓ ✓ | |
| Social Security Benefits Tax: 50% of Households Affected Half of U.S. households receiving Social Security may pay federal income tax on benefits, with average obligations reaching $3,211 for retirees and disabled. | ✓ ✓ | |
| Social Security Tax Thresholds Never Adjusted for Inflation Half of retiree households pay federal taxes on Social Security benefits due to income thresholds frozen since 1983 despite decades of inflation growth. | ✓ ✓ | |
| Social Security Tax Thresholds Unchanged Since 1984 Era Tax law continues taxing Social Security benefits at income levels set in 1984, affecting over half of retirees despite rising cost of living expenses. | ✓ ✓ | |
| Medical Expense Tax Deduction Changes Impact High Costs Rising medical expense deduction threshold from 7.5% to 10% of AGI in 2019 affects seniors and those with high healthcare costs under U.S. tax law changes. | ✓ ✓ | |
| Tax Reform Impact on Free Assistance Dogs for Disabled The Tax Cuts and Jobs Act of 2017 threatens to reduce charitable giving by $16-24 billion yearly, affecting organizations providing service dogs at no cost. | ✓ ✓ | |
| CRA Fee Cap Rules Threaten Canadian Disability Benefits Proposed Canada Revenue Agency regulations may restrict professional assistance for 500,000 eligible Canadians struggling to access disability tax credits. | ✓ ✓ | |
| Canada Disability Tax Credit Fails Poorest Disabled Families Canada's disability tax credit provides only $29 annually to the poorest families with disabled members, while refundable reforms could raise incomes 27%. | ✓ ✓ | |
| Social Security Wage Cap Debate: Should All Earnings Pay? Survey of 1,192 seniors shows 70% support eliminating the $118,500 Social Security tax cap, requiring high earners to pay taxes on all income earned. | ✓ ✓ | |
| Long-Term Care Insurance Tax Deductions 2016 and Beyond Federal tax deductions for long-term care insurance premiums range from $390 to $4,870 based on age, reducing policy costs significantly for qualifying owners. | ✓ ✓ | |
| FICA Social Security Payroll Tax: Can You Legally Opt Out? Explore FICA payroll tax requirements, exemption eligibility, and Social Security benefits including disability insurance, SSI, and survivor benefits. | ✓ ✓ | |
| Workers' Comp and SSDI Benefits: Tax Implications Workers' compensation benefits may become taxable when offset against Social Security disability benefits under federal tax code section 86(d)(3). | ✓ ✓ | |
| Tax Refund Debt Payoff Strategies for Smart Taxpayers Expert strategies for using tax refunds to eliminate high-interest debt, build emergency savings, and strengthen your financial future this tax season. | ✓ ✓ | |
| Tax Filing and Funeral Planning Tips to Reduce Stress Practical strategies for managing tax preparation and end-of-life planning that help individuals and families reduce anxiety during difficult times. | ✓ ✓ | |
| Canadian Tax Credits and Benefits for Families Guide Essential tax credits, benefits, and deductions available to Canadian families, including disability tax credits, child benefits, and RRSP contribution tips. | ✓ ✓ | |
| Tax Credits and Deductions for People with Disabilities Essential IRS tax credits, deductions, and benefits available to disabled taxpayers and families with disabled dependents, including EITC and medical expenses. | ✓ ✓ | |
| Tax Deductions and Credits for People with Disabilities People with disabilities can reduce tax liability through EITC, medical deductions, and credits for disability income - many are refundable for zero-tax filers. | ✓ ✓ |
Key: the first check mark indicates the publication carries an editor's note; the second indicates a footnote.
Note: Disabled World compiles disability-related publications as a resource. Inclusion does not imply endorsement by Disabled-World.com. To submit disability-related articles and peer-reviewed manuscripts and papers, ensure submissions comply with our guidelines. For questions, please contact us.
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