Thursday, May 19, 2022

How To Get Tax Documents From Social Security

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Can I Use A Photocopy Of My Social Security Card

Tax Forms and Social Security Answers

Keep in mind that all documents must be either originals or copies certified by the issuing agency. We cant accept photocopies or notarized copies of documents. Once youre clear on what documents youll need, the second step is to print the Application for a Social Security Card, so you can fill it out.

How To Stop Social Security Check Payments

The SSA can not pay benefits for the month of a recipients death. That means if the person died in July, the check received in August must be returned. Find out how to return a check to the SSA.

If the payment is by direct deposit, notify the financial institution as soon as possible so it can return any payments received after death. For more about the requirement to return benefits for the month of a beneficiarys death, see the top of page 11 of this SSA publication.

Family members may be eligible for Social Security survivors benefits when a person getting benefits dies. Visit the SSA’s Survivors Benefits page to learn more.

Retirement And Spousal Benefits

To apply for earned benefits or spousal benefits, you must be at least age 61 and 8 months old and planning on collecting benefits in the next four months. To receive your full benefit, wait until your full retirement age . For retirement benefits, your benefit increases by 8% every year you wait to claim between full retirement age and age 70.

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Getting A Replacement Ssa

Article submitted by Jonathan Mengel, Social Security Public Affairs Specialist, Center City Philadelphia. For more information visit

Millions of taxpayers are busy gathering all the forms and documents they need to file their Federal, State, and local tax returns. If you receive Social Security benefits, one of those items may be your SSA-1099 from Social Security.

Some people who receive Social Security may have to pay taxes on a portion of their benefits. If youre one of these individuals, a Social Security Benefit Statement is an important tax document for you to have.

Social Security mailed the SSA-1099s for tax year 2010 to all beneficiaries in January. If you receive Social Security and need a replacement SSA-1099 for 2010 in order to file a tax return, you can request it online

The SSA-1099 shows the total amount of benefits received in the previous year and is used to find out if any Social Security benefits are subject to tax. The Federal tax laws about Social Security benefits provide that:

  • Up to 50 percent of Social Security benefits may be subject to Federal income tax for individuals with a combined income between $25,000 and $34,000, or for couples with a combined income between $32,000 and $44,000; and
  • Up to 85 percent of Social Security benefits may be subject to Federal income tax for individuals with a combined income above $34,000, or for couples with a combined income above $44,000.

Restricted Applications And Spousal Benefits

Lost Your Social Security Benefits Tax Form?

Lets say a spouse claimant is born on or before January 1, 1954, and is at or past FRA. They have the right to restrict the application to exclude RIB. But these types of claimants should take an RIB application in a reduced benefit situation when the spouse is insured for RIB as the deemed filing provision applies.

A reduced benefit situation means;you are filing before you reach FRA. When you file before you reach FRA, you are deemed to be filing for spousal benefits at the same time you file for your own retirement benefits .

In the cases of an ex-spouse, they have to have reached age 62; however, they are not required to have filed yet. Filing before FRA prevents you from using claiming strategies that might otherwise allow you to later switch between benefits.

For those born on or after January 2, 1954, when you file for benefits you will also;be deemed to be filing for all benefits you are eligible for. You will not be able to restrict the scope of your application to only one benefit type unless you are a widow.

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Replacement Card For A Foreign Born Us Child

You can replace your childs Social Security card for free if it is lost or stolen. However you may not need to get a replacement card, knowing your childâs Social Security number is whats important. You are limited to three replacement cards in a year and 10 during a lifetime. Legal name changes do not count toward these limits. Also, you may not be affected by these limits if you can prove you need the card to prevent a significant hardship.


You must present original documents or copies certified by the agency that issued them. We cannot accept photocopies or notarized copies. All documents must be current . We cannot accept a receipt showing you applied for the document.

Proof Of Military Service

If you served in the military prior to 1968, you may need to send the Social Security office proof of your service. If you were in the military during that time, you can qualify to receive special extra earnings through this program. If this applies to you, be ready to send items, such as the Certificate of Release or Discharge from Active Duty, DD Form 214.

This site is not affiliated with the SSA or any other government services.

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How To Find Your Social Security Office

Finding the closest Social Security office to you is an easy enough process. Just head to the SSA website and enter your zip code to find your nearest office. In some larger U.S. cities like New York City, Philadelphia and Phoenix, the SSA has offices dedicated specifically to card services and other offices for everything else. If you live in one of these cities, make sure to find your nearest card center.

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How Can I Get A Form Ssa

Income Taxes: Social Security Federal Income Tax

An SSA-1099 is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from Social Security in the previous year so you know how much Social Security income to report to IRS on your tax return.

If you are a nonresident alien and you received or repaid Social Security benefits last year, we will send you form SSA-1042S instead.

The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income .

If you currently live in the United States and you need a replacement form SSA-1099 or SSA-1042S, we have a new way for you to get an instant replacement quickly and easily beginning February 1st by:

  • Using your online mySocial Security account. If you dont already have an account, you can create one online. Go to . Once you are logged in to your account, select the “Replacement Documents” tab;
  • Calling us at 1-800-772-1213 , Monday through Friday, 8:00 am 7:00 pm; or

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When Seniors Must File

For tax year 2020, you will need to file a return if:

  • you are unmarried,
  • at least 65 years of age, and
  • your gross income is $14,050 or more.

However, if you live on Social Security benefits alone, you don’t include this in gross income.; If this is the only income you receive, then your gross income equals zero, and you don’t have to file a federal income tax return.

But if you do earn other income that is not tax-exempt, then each year you must determine whether the total exceeds $14,050.

  • For tax years prior to the 2018 tax year , these amounts are based on the year’s standard deduction plus the exemption amount for your age and filing status.
  • Beginning in 2018, only your standard deduction is used since exemptions are no longer part of calculating your taxable income under the new tax law passed in late 2017.

For the 2020 tax year,

  • If you are married and file a joint return with a spouse who is also 65 or older, you must file a return if your combined gross income is $27,400 or more.
  • If your spouse is under 65 years old, then the threshold amount decreases to $26,100.
  • Keep in mind that these income thresholds only apply to the 2020 tax year, and generally increase slightly each year.

Other Information Youll Need

If youre married, youll also need to provide your spouses name, Social Security number , date of birth and age. Youll also need to have the date and place of marriage, and this goes for any former spouses as well. For logistical purposes, youll want to indicate what month you want your benefits to begin, and youll need to provide your banks routing number and your account number.

As part of your application, you can also indicate if you would like to enroll in Medicare Part B, but youll have to be eligible.

You should also note in your application if:

  • You have any unmarried children under the age of 18 or disabled children under the age of 22.
  • You or someone else has ever filed for Social Security benefits, Medicare or Supplemental Security Income on your behalf
  • Youve ever used a different SSN

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How Do Benefits Work And How Can I Qualify

While you work, you pay Social Security taxes. This tax money goes into a trust fund that pays benefits to:

  • Those who are currently retired

  • To people with disabilities

  • To the surviving spouses and children of workers who have died

Each year you work, youll get credits to help you become eligible for benefits when its time for you to retire. Find all the benefits Social Security Administration offers.

There are four main types of benefits that the SSA offers:

  • Learn about earning limits if you plan to work while receiving Social Security benefits

Is There A Maximum Income I Can Earn While Receiving My Oas Pension

Get Your Replacement Social Security Tax Forms Online With ...

Yes. If your annual income is higher than the income threshold for the previous tax year, you may be subject to the OAS Recovery Tax, and you may have to repay part of your OAS pension. The OAS Recovery Tax requires that OAS pensioners repay their OAS pension at a rate of 15 percent of their income above a certain threshold.

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How To Get Replacements

The best way to get a replacement for a lost document is to contact the place that sent it to you to begin with. The same goes if the document was supposed to have been sent but you ever received it.

For instance, if you have wages and tax withholdings from an employer but lack the W-2 statement, a lost W-2 replacement can be as simple as asking your employer for a duplicate.

Similarly, if you are a self-employed consultant with a missing 1099 reporting income from a consulting engagement, you can contact the issuerthe customer that paid youfor a replacement. Often, a lost 1099 may be missing because the issuer has the wrong address for you. So it’s a good idea to call if a 1099 hasn’t arrived by mid-February or so to get the error corrected and the document in route to the right address.

A missing 1099 for interest income issued by banks can be also be replaced by asking the bank to send a duplicate. The same goes for K-1 returns issued by partnerships. Banks also often have 1099s available on their websites. If the original issuer can’t be contacted or is unresponsive, you can still go to the IRS for help. Since all information returns are required to be filed with the IRS, they also have copies that can be sent to the taxpayer upon request,” Hockenberry says.

Cindy Hockenberry, manager, National Association of Tax Professionals

Simplifying Your Social Security Taxes

During your working years, your employer probably withheld payroll taxes from your paycheck. If you make enough in retirement that you need to pay federal income tax, then you will also need to withhold taxes from your monthly income.

To withhold taxes from your Social Security benefits, you will need to fill out Form W-4V . The form only has only seven lines. You will need to enter your personal information and then choose how much to withhold from your benefits. The only withholding options are 7%, 10%, 12% or 22% of your monthly benefit. After you fill out the form, mail it to your closest Social Security Administration office or drop it off in person.

If you prefer to pay more exact withholding payments, you can choose to file estimated tax payments instead of having the SSA withhold taxes. Estimated payments are tax payments that you make each quarter on income that an employer is not required to withhold tax from. So if you ever earned income from self-employment, you may already be familiar with estimated payments.

In general, its easier for retirees to have the SSA withhold taxes. Estimated taxes are a bit more complicated and will simply require you to do more work throughout the year. However, you should make the decision based on your personal situation. At any time you can also switch strategies by asking the the SSA to stop withholding taxes.

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Ssa And The Ssdi Application

If youd like to initiate the SSDI process at a local Social Security office, contact Social Security at the general information line 1-800-772-1213. Explain to the SSA representative that you want to apply for disability income benefits. The representative will schedule an in-person or telephone appointment.

Ask the representative about the information required to complete the application. He or she can have the needed forms and paperwork mailed to you before the appointment takes place. The checklist of required documents will be included in the SSA packet.

Make Sure You Have Completed Each Item On The Application Checklist Before Continuing On

Stop Social Security Tax Withholding Medicare FICA from Paycheck

There are a few ways to apply for disability but the fastest and easiest way to file your claim is online at Social Securitys website.

You can gather all of the information youll need before you start the application. It is much less stressful to have everything organized and ready before you begin. You can work at your own pace and take as much time as you need to think about your answers before you enter them.

In this video well go through the online application step by step.

Social Security is looking for specific information. and they want you to present it in a very specific way. Before you begin your application please watch this entire video. It will give you everything you need to present your claim to Social Security in the best way possible which will greatly increase your chances of being approved.

We recommend having the course open and this video available as a reference on a separate page from your online application. This will make it easier for you in the event you have questions, you can pause the online application and watch this video before moving on.

Lets get started!

The first thing you will need to do is log on to the Social Security website at

At the top of the screen near the middle is a tab labeled Disability, click on that tab.

The second step is to complete the online disability benefits application.

This step will provide Social Security with the information they need regarding your eligibility for benefits.

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Do I Have To Give Out My Sin

You must give it to anyone who prepares information slips for you. Each time you do not give it when you are supposed to, you may have to pay a;$100 penalty which is levied by the CRA. For this reason, it is important that if you receive any of these information slips that you check over the information on the slips, and if your SIN is missing or is incorrect,;inform the slip preparer.

Your SIN is also used by the CRA when you make enquiries about your Income Tax, benefits such as the GST/HST Credit, Canada Child Benefit and other Government programs such as Employment Insurance , Canada Pension Plan , etc.

However, with the recent number of scams and fraudulent activity surrounding the CRA and identity theft,;taxpayers should be vigilant when they receive, either by telephone, mail, text message or email, a fraudulent communication that claims to be from the Canada Revenue Agency requesting personal information such as a Social Insurance Number. More information on recognizing a scam and protecting yourself against fraud can be found here.;

A complete list of who can ask for your SIN, as well as when you dont have to provide your SIN, can be found in this CRA document.

With more than 20 years experience helping Canadians file their taxes confidently and get all the money they deserve, TurboTax products, including TurboTax;Free, are available at

Is My Social Security Income Taxable The Quick Answer

According to the IRS, the quick way to see if you will pay taxes on your Social Social Security income is to take one half of your Social Security benefits and add that amount to all your other income, including tax-exempt interest. This number is known as your combined income .

If your combined income is above a certain limit , you will need to pay at least some tax.

The limit is $25,000 if you are a single filer, head of household or qualifying widow or widower with a dependent child. The limit for joint filers is $32,000. If you are married filing separately, you will likely have to pay taxes on your Social Security income.

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