SSDI Income is Eligible for 2008 Stimulus Tax Rebate - 1040A is Required - SSI Not Eligible
According to the IRS, “Supplemental Security Income (SSI) does not count as qualifying income for the stimulus payment.”
But SSDI - Social Security Disability Income is not mentioned specifically. The IRS says “Social Security retirement or disability benefits” are eligible. If you take the assumption that SSDI is the Social Security disability benefit, then you are eligible based on certain rules of how much. But to make everyone more confident about this answer, I personally called the IRS at (800) 829-1040 and was told by the Tax support representative, that SSDI payments are eligible for the tax rebate.
What You Need To Do
- You will need to file a 1040A form as stated by the IRS and let them determine eligibility and tax rebate amount.
- The form and instruction are available at http://www.irs.gov/pub/irs-pdf/k1040a3.pdf.
- Remember to write “STIMULUS PAYMENT” at the top of the return
- Write your social security number
- Fill out the rest of the form per the instruction
- Definitely don’t forget to sign it.
Also according to the IRS, if you have not filed a 2006 tax return, they will be sending you information about the stimulus and instructions.The IRS has also setup a hot-line for the stimulus payment at (866) 234-2942, but not much information is available.
