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#4
06-02-2006, 05:37 AM
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 Re: soc sec and survivors bill wrote: - quote - > mother died in 2005 and before she died she had collected
Since she won't be filing a tax return (assuming her social> social security. Then father remarried - also in 2005 and > both he and the new wife are on social security. Where in > Taxwise would I show mother's ss? Should I just add it to > Dad's? He had to pay back the ss for the month Mom died and > they put that on his ssa-1099 form. Not sure where I put > that amount either. security was only income!) then her social security received goes.. NO WHERE! Neither on my favorite TaxWise (tm) program, nor on any IRS form. ChEAr$, Harlan Lunsford, EA n LA << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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#3
03-24-2006, 06:00 AM
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| Re: soc sec and survivors bill wrote: - quote - > mother died in 2005 and before she died she had collected
As the surviving spouse remarried, the tax return for the> social security. Then father remarried - also in 2005 and > both he and the new wife are on social security. Where in > Taxwise would I show mother's ss? Should I just add it to > Dad's? He had to pay back the ss for the month Mom died and > they put that on his ssa-1099 form. Not sure where I put > that amount either. decedent can only be filed as married-separate. Therefore, the only place for the mother's SSA income as reflected in Box 5 of her SSA-1099 is on her own final return. Your father's tax return would reflect the SSA income in Box 5 of his SSA-1099. << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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#2
03-24-2006, 06:00 AM
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| Re: soc sec and survivors Because your father remarried in the same year your mother died, he can file jointly with his new wife. That means a different return for your mother must be filed, using filing status Married Filing Separately. Just include her income on this return. Dennis << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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#1
03-24-2006, 05:22 AM
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| Re: soc sec and survivors "bill" <bw1945[at]nospamnow.com> wrote: - quote - > mother died in 2005 and before she died she had collected
Since your father remarried, your mother's final return will> social security. Then father remarried - also in 2005 and > both he and the new wife are on social security. Where in > Taxwise would I show mother's ss? be married, filing separately. Right click on Line 20, and Taxwise will take you to the SS worksheet. -- Phil Marti Clarksburg, MD << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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03-24-2006, 03:01 AM
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| Re: soc sec and survivors bill wrote: - quote - > mother died in 2005 and before she died she had collected
I'm new at this but I think:> social security. Then father remarried - also in 2005 and > both he and the new wife are on social security. Where in > Taxwise would I show mother's ss? Should I just add it to > Dad's? He had to pay back the ss for the month Mom died and > they put that on his ssa-1099 form. Not sure where I put > that amount either. Your father would file MFJ with his new wife and they would figure taxes using their social security on their joint return. Your mother would file MFS and may not even need to file if she has no or very little non-SS income. Bob Bauer << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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#-1
03-23-2006, 04:57 AM
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| soc sec and survivors mother died in 2005 and before she died she had collected social security. Then father remarried - also in 2005 and both he and the new wife are on social security. Where in Taxwise would I show mother's ss? Should I just add it to Dad's? He had to pay back the ss for the month Mom died and they put that on his ssa-1099 form. Not sure where I put that amount either. << ================================================== ===== > << The foregoing is intended for educational purposes only > << and does NOT constitute legal OR professional advice. > << > << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== > |
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