Invalidity pension and joint assessment

[Westgolf]

Hi all,

Looking for a bit of clarity please as I'm seeing conflicting answers in places.

I'm a paye taxpayer at the upper end of the 20% scale. My wife is in receipt of the invalidity pension from social welfare. She hasn't reached retirement age yet. I file a form 11 annually as we have one rental property to declare.

Do I put in the invalidity pension as spouses income on the form ??

Answers I have seen indicate both yes (include) and no ( don't include as she has no other source of income )

All replies appreciated

Westgolf

 

[Marsupial]

Hi all,

Looking for a bit of clarity please as I'm seeing conflicting answers in places.

I'm a paye taxpayer at the upper end of the 20% scale. My wife is in receipt of the invalidity pension from social welfare. She hasn't reached retirement age yet. I file a form 11 annually as we have one rental property to declare.

Do I put in the invalidity pension as spouses income on the form ??

Answers I have seen indicate both yes (include) and no ( don't include as she has no other source of income )

All replies appreciated

Westgolf

It's taxable income so yes, you return it as your spouse's income.

Be sure to claim her "Employee Tax Credit" either on the tax return or online.