TN 53 (10-11)

SI 00810.350 Income Break-Even Points General Information

A. Income break even points

An income break-even point is the earned or unearned income amount a recipient or claimant can have so that countable income equals the applicable Federal benefit rate (FBR); i.e., Supplemental Security Income (SSI) would not be payable at or above that break-even point.

B. Procedure for determining monthly amounts

Use the following formulas to determine monthly amounts for future months if the Title XVI rate increase and rate chart has not been updated. For past and current FBR rates, see SI 02001.020.

  • 2 FBR + $85 = monthly earned income break-even amount.

  • FBR + $20 = monthly unearned income break-even amount.

NOTE: For individuals or couples in FLA-B, include the value of the one-third reduction (VTR), to determine the appropriate break-even points. That is, in the above formulas, substitute “FBR minus VTR” for “FBR.”

C. References

D. Exhibit of break-even points

The break-even points shown in the exhibit are:

  • based on Federal payments only;

  • applicable to aged, blind, and disabled individuals;

  • minimum amounts for blind and disabled individuals (amounts could be higher due to work-related exclusions or self-support plans); and

  • not applicable when there is a combination of earned and unearned income.

   

Living Arrangement Code: FLA-A

*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase

Period Beginning

Earned Income

Unearned Income

   

Individual

Couple

Individual

Couple

1/2014

$1,527.00

$2,249.00

$741.00

$1,102.00

1/2013

$1,505.00

$2,217.00

$730.00

$1,086.00

1/2012

$1,481.00

$2,181.00

$718.00

$1,068.00

1/2011

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2010

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2009

$1,433.00

$2,107.00

$694.00

$1,031.00

1/2008

$1,359.00

$1,997.00

$657.00

$976.00

1/2007

$1,331.00

$1,953.00

$643.00

$954.00

1/2006

$1,291.00

$1,893.00

$623.00

$924.00

1/2005

$1,243.00

$1,823.00

$599.00

$889.00

1/2004

$1,213.00

$1,777.00

$584.00

$866.00

1/2003

$1,189.00

$1,743.00

$572.00

$849.00

1/2002

$1,175.00

$1,719.00

$565.00

$837.00

1/2001 1

$1,147.00

$1,677.00

$551.00

$816.00

1/2000

$1,109.00

$1,623.00

$532.00

$789.00

1/1999

$1,085.00

$1,587.00

$520.00

$771.00

1/1998

$1,073.00

$1,567.00

$514.00

$761.00

1/1997

$1,053.00

$1,537.00

$504.00

$746.00

1/1996

$1,025.00

$1,495.00

$490.00

$725.00

1/1995

$1,001.00

$1,459.00

$478.00

$707.00

1/1994

$977.00

$1,423.00

$466.00

$689.00

1/1993

$953.00

$1,389.00

$454.00

$672.00

1/1992

$929.00

$1,351.00

$442.00

$653.00

1/1991

$899.00

$1,305.00

$427.00

$630.00

1/1990

$857.00

$1,243.00

$406.00

$599.00

   

Living Arrangement Code: FLA-B

*The 2009 earned and unearned income remain in effect for 2010 and 2011 due to no COLA increase

Period Beginning

Earned Income

Unearned Income

  

Individual

Couple

Individual

Couple

1/2014

$1046.34

$1,527.68

$500.67

$741.34

1/2013

$1031.68

$1,506.34

$493.34

$730.67

1/2012

$1015.68

$1,482.34

$485.34

$718.67

1/2011

$983.68

$1,433.00

$469.34

$694.00

1/2010

$983.68

$1,433.00

$469.34

$694.00

1/2009

$983.68

$1,433.00

$469.34

$694.00

1/2008

$934.34

$1,359.68

$444.67

$657.34

1/2007

$915.68

$1,330.34

$435.34

$642.67

1/2006

$889.00

$1290.34

$422.00

$622.67

1/2005

$857.00

$1243.68

$406.00

$599.34

1/2004

$837.00

$1,213.00

$396.00

$584.00

1/2003

$821.00

$1,190.34

$388.00

$572.67

1/2002

$811.68

$1,174.34

$383.34

$564.67

1/2001 1

$793.00

$1,146.34

$374.00

$550.67

1/2000

$767.68

$1,110.34

$361.34

$532.67

1/1999

$751.68

$1,086.34

$353.34

$520.67

1/1998

$743.68

$1,073.00

$349.34

$514.00

1/1997

$730.34

$1,053.00

$342.67

$504.00

1/1996

$711.68

$1,025.00

$333.34

$490.00

1/1995

$695.68

$1,001.00

$325.34

$478.00

1/1994

$679.68

$977.00

$317.34

$466.00

1/1993

$663.68

$954.34

$309.34

$454.67

1/1992

$647.68

$929.00

$301.34

$442.00

1/1991

$627.68

$898.34

$291.34

$426.67

1/1990

$599.68

$857.00

$277.34

$406.00

1 Pursuant to Public Law 106-554, the income break-even points have been updated to reflect the adjusted 2001 Federal benefit rates.

    

Living Arrangement Code: FLA-D

Period Beginning

Earned Income

Unearned Income

  

Individual

Couple

Individual

Couple

7/88

$145.00

$205.00

$50.00

$80.00

4/82

$135.00

$185.00

$45.00

$70.00


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0500810350
SI 00810.350 - Income Break-Even Points General Information - 11/04/2013
Batch run: 11/04/2013
Rev:11/04/2013