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2026 SSDI Trial Work Period Month Calculator

Compare entered 2026 work months with the reviewed trial-work threshold and organize the record needed for later EPE review

Output scope

Reviewed output branch: entered-record arithmetic plus only the SSA table or federal calendar version named in the result. Entitlement and disability conclusions remain for record and attorney review.

Direct answer

What this workpaper does

This calculator compares entered 2026 wages and supported self-employment facts with the reviewed 2026 trial-work threshold. It maps possible service months but does not establish SSA’s final month count, cessation, grace period, substantial gainful activity, or an extended period of eligibility.

Use it when: A claimant or beneficiary has post-onset or post-award earnings.

Page reviewed
August 24, 2026
Source links checked
August 21, 2026
Implemented rule scope
2026 trial-work amount; SSA service-month findings and later work-incentive decisions remain outside the result

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01
Row 1
Enter the first row
Advanced paste format

Enter one month per line as YYYY-MM | gross earnings, such as 2026-03 | 1250.00.

Enter one month per line as YYYY-MM | gross earnings, such as 2026-03 | 1250.00.

02
Row 1
Enter the first row
Advanced paste format

Enter one month per line as YYYY-MM | earnings=amount | hours=number. Enter Not applicable when there was no self-employment.

Enter one month per line as YYYY-MM | earnings=amount | hours=number. Enter Not applicable when there was no self-employment.

03
Row 1
Enter the first row
Advanced paste format

Enter one expense per line with its month and amount using key=value pairs.

Enter one expense per line with its month and amount using key=value pairs.

04
Row 1
Enter the first row
Advanced paste format

Enter one subsidy or special condition per line with its month and amount using key=value pairs.

Enter one subsidy or special condition per line with its month and amount using key=value pairs.

05
06

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Enter every work month in chronological order.
  2. 02Record self-employment hours and income separately.
  3. 03Identify impairment-related expenses, subsidies, and special conditions.
  4. 04Confirm SSA’s service-month history before calculating later work incentives.

What the workpaper returns

  • Reviewed 2026 trial-work amount
  • Entered months that meet the supported service-month screen
  • Possible service-month count
  • Months without a reviewed annual threshold
  • EPE timeline held until the ninth service month is established

Representative facts

Worked example

Scenario
Monthly gross earnings are entered as $1,200 in January 2026, $1,220 in February, and $1,500 in March, with no prior trial-work months.
Result
Using the reviewed 2026 trial-work amount of $1,210, the workpaper identifies February and March as possible service months and counts two supported months.
Boundary
The EPE timeline remains uncalculated because the complete rolling work history does not establish the ninth trial-work service month.

Same practice

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