Reporting Disability Social Security

<p>My father recieves Disability Social Security benefits, and I was wondering if I needed to report that. I listed the incom under "other untaxed income". But I heard that it doesn't need to be reported this year? Should I remove it?</p>

<p>Thanks for reading</p>

<p>For the 2009-2010 FAFSA Social Security Benefits are not reported on the FAFSA. You can remove that amount from the “other untaxed income”. It may need to be reported to the school if they use institutional method to award school-based aid, but it is no longer considered for federal aid.</p>

<p>after removing it, will it FAFSA automatically update and send it to my university?</p>

<p>yes, unless you have removed schools from the list. In that case, you would have to submit the correction to the removed schools by adding them back to the list.</p>

<p>I think it did have to be reported. At least I could have sworn that I put my husband’s in. Was there a change this year that I am not aware of?</p>

<p>And we are talking about social security disability here?</p>

<p>In previous years, untaxed social security benefits had to be reported on the FAFSA but beginning with 09-10, Congress removed that question “Don’t include student aid, earned income credit, child tax credit, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Investment Act educational benefits, combat pay, benefits from flexible spending arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels.”</p>

<p>when was that added? I filled out my Fafsa for 09/10 end of Jan.- beg. Feb. and we were asked. Tho we did not have to list the amount.</p>

<p>It was in place by 1/1 (when I filed). It’s in the line instructions (47i) exactly as Nikki quoted above:</p>

<p>[Completing</a> the FAFSA 08-09/The Application Questions(42)](<a href=“http://studentaid.ed.gov/students/publications/completing_fafsa/2009_2010/ques3-3.html]Completing”>http://studentaid.ed.gov/students/publications/completing_fafsa/2009_2010/ques3-3.html)</p>

<p>I’m also interested in the definitive answer to this as our family has SSD benefit income, both for the disabled parent (DH) and for our child as his dependent. Child will receive benefits I think until age (not sure if it’s 21 or 24?) if she is continuously enrolled in school. I assume the portion of the benefit that goes to the child doesn’t have to be reported anywhere - we’ve never had to report it on taxes. A portion of DH’s SSD benefit is taxed because of other total taxable income, so to get this right, is only the “untaxed” portion of the benefit exempted from FAFSA reporting? Also, do schools that use Profile or other institutional method require that all SSD income, including the child’s income, both taxed and untaxed, be reported?</p>

<p>Yes, the TAXABLE portion of SS disability (or any SS benefit) is part of your AGI which is reported on FAFSA line 36. Your husband’s remaining untaxed portion and your child’s benefit will not be reported on FAFSA as long as it remains untaxed.</p>

<p>Profile does ask for any untaxed SS benefits. Not sure if every school actually uses them in the calculation though!</p>

<p>NikkiiL is a financial aid officer; I am, too. I second her info.</p>

<p>^^
Thanks for the info. FYI, I just researched the following from the SSA.gov website, for any other families in our situation (parent on SSD and minor child also receives benefit):</p>

<p>"We now pay benefits only to students taking courses at grade 12 or below. </p>

<p>Normally, benefits stop when a child reaches age 18 unless he or she is disabled. However, if the child is still a full-time student at a secondary (or elementary) school at age 18, benefits generally can continue until he or she graduates or until two months after he or she reaches age 19, whichever is first."</p>

<p>So, rats and phooey, there goes the little bit of extra income I thought we might have to help with gapping if we don’t get our full need covered at D’s first choice colleges. In our case, D will be 17 when she graduates from HS - an unanticipated negative financial consequence of her grade acceleration. DOn’t want to risk an overpayment bill from SSA, so I guess we’ll have to tell them when she graduates. ;-(</p>

<p>Ladybug, if you have younger children the amount of the SSD dependent benefit will be re-allocated among them so there really won’t be any effect. If she’s your last/only, it goes away permanently. My two have had “bumps” in their benefits to the family max. over the years as their older half-siblings turned 18 or graduated. Next year only my youngest will be eligible but the monthly amount will remain the same.</p>

<p>^ Thanks, sk8rmom, D is an only, so it will go away permanently.</p>

<p>I just wanted to add another response to this because it confused me. I talked to my finacial aid officer and she said DO NOT ADD SOCIAL SECURITY DISABILITY TO YOUR FAFSA. So dont believe the ones who are saying that it effects your efc, because it doesnt. I have an efc of zero.</p>

<p>Legion, it’s pretty clear from the thread that it was a change this past year that meant removing the Social Security. From Post #6

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<p>I am resurrecting this old thread to correct an erroneous conclusion that I came to from the above info I found on SSA.gov. Since D just graduated from HS, I called them today to tell them, ready to relinquish her benefits. In fact, SSA rules continue ALL eligible child beneficiary payments until age 18, regardless of whether the child has graduated from HS; and in cases where the child is still enrolled in HS after 18, SSA will continue benefits until age 19. So even though my D graduated HS at age 16 (she turns 17 in July), she will continue to receive her payments until she is 18. One more full year of benefits - yay! Just thought I’d pass this on in case anyone else is in a similar situation or was misinformed by my (old) previous post.</p>