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The Trial Work Period Explained: SSDI Work Incentive

The Trial Work Period is one of SSDI's best work incentives. It lets you work for 9 months while receiving full disability benefits, no matter how much you earn. Here's how it works.

In this article, we'll cover:

  1. What the Trial Work Period is
  2. How it counts months
  3. What happens after
  4. Using it strategically

1. What the Trial Work Period Is

The basics:

  • Test your ability to work
  • 9 months to try working
  • Keep full SSDI benefits
  • No matter how much you earn

Why it exists:

  • Encourages work attempts
  • Reduces fear of trying
  • No risk during trial
  • See if work is sustainable

How it helps:

  • Earn unlimited amount
  • Keep full SSDI check
  • Learn about your capabilities
  • Decide if work is viable

Example:

  • You earn $3,000/month during TWP
  • Full SSDI of $1,800 continues
  • Total income: $4,800/month
  • For up to 9 months

2. How It Counts Months

TWP month threshold (2026):

  • $1,110 in gross earnings, OR
  • 80+ hours of self-employment
  • Earning over this = TWP month used
  • Under this = TWP month not used

The 9 months:

  • Don't have to be consecutive
  • Count over a rolling 60-month period
  • Once used, used forever
  • Only get one TWP

Examples of counting:

  • January: Earn $2,000 (month 1)
  • February: Earn $800 (not counted, under threshold)
  • March: Earn $1,500 (month 2)
  • April: Not working (not counted)
  • May: Earn $1,200 (month 3)
  • ...continues until 9 TWP months used

What doesn't count:

  • Months under the threshold
  • Months when not working
  • Months before SSDI started
  • Months when you're over 65 (some exceptions)

Important: The TWP gives you 9 months—use them wisely. You only get one Trial Work Period per period of disability.

3. What Happens After

Extended Period of Eligibility (EPE):

  • 36 months after TWP ends
  • Benefits paid when earnings under SGA
  • Benefits suspended when over SGA
  • Easy reinstatement

Substantial Gainful Activity (SGA):

  • $1,550/month in 2026
  • After TWP, SGA matters
  • Earn over SGA = benefits suspended
  • Earn under SGA = benefits continue

During EPE:

  • Your SSDI isn't terminated
  • Just suspended if over SGA
  • Work drops below SGA = benefits resume
  • No reapplication needed

After EPE:

  • If earning over SGA, benefits end
  • But Expedited Reinstatement available
  • For 5 years after benefits end
  • Can restart if work stops

Example timeline:

  1. TWP months 1-9 (full benefits, any earnings)
  2. EPE months 1-36 (benefits when under SGA)
  3. After EPE: Benefits continue or end based on SGA
  4. Expedited Reinstatement: 5-year safety net

4. Using It Strategically

Planning considerations:

  • TWP is limited (9 months)
  • Use for serious work attempts
  • Don't "waste" on temporary gigs
  • Think long-term

Good uses of TWP:

  • Testing a new job
  • Starting a career
  • Serious work attempt
  • When you think work might be sustainable

Not ideal uses:

  • One-time extra income
  • Seasonal work you know will end
  • When you know work won't last
  • Uses up precious TWP months

Combine with other incentives:

  • IRWE to reduce countable earnings after TWP
  • Ticket to Work for support
  • PASS for career development
  • Layer protections

Tracking Your TWP

How to know your status:

  • Contact SSA
  • Check work report status
  • Track your own months
  • Don't rely solely on SSA tracking

Keep records:

  • Pay stubs
  • Hours worked
  • Monthly earnings
  • Self-employment income/hours

Report your work:

  • Tell SSA when you start working
  • Submit pay information
  • Don't hide employment
  • Protects you from overpayments

Medicare During Work

Good news:

  • Medicare continues during TWP
  • Continues during EPE
  • Continues at least 93 months after TWP
  • Extended Medicare protection

Why this matters:

  • Healthcare while working
  • No rush to get employer insurance
  • Safety net
  • Major work incentive benefit

How Purple Helps

Purple supports your work journey:

  • Track earnings alongside SSDI
  • Monitor monthly amounts
  • Keep clear records
  • Easy documentation
  • See full financial picture

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