- quote -

Now you're speaking language that really makes sense for
what might be going on here. So for his financial sake...
hopefully if the State thinks he's eligable for SS, then SS
would concur and make up for the lost benefit amount during
the transition period. Thanks so much for the input. I'll
try to make sure to post the results of this whole situation
when everything settles out for the benefit of other
readers.

<< ================================================== ===== > << 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. > << ================================================== ===== >

john14638[at]gmail.com wrote:

- quote -

Some disability plans require the disabled person to apply
for Social Security, and reduce their payout by the amount
received from SS. If the person, for whatever reason, does
not apply, they reduce it anyway by the amount they estimate
he would have received. This may be what happened to your
F-I-L.

--
D.F. Manno | dfmanno[at]mail.com
It is one of the maladies of our age to profess a frenzied
allegiance to truth in unimportant matters, to refuse
consistently to face her where graver issues are at stake.
-Janos Arany, poet (1817-1882)

<< ================================================== ===== > << 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. > << ================================================== ===== >

- quote -

That sounds fairly similar.

It's hard to say since everything I know is filtered through
him but I do believe he is in the process of being dropped
from the state-sponsored disability program and put into the
social security sponsored disability program. So maybe the
state determined that he crossed whatever line or threshhold
needed to receive disability from Social Security and they
automatically reduced his check as if he was already
receiving Social Security benefts?

Thanks for the input. I can frame the question this way and
see if he can get any clarification from the powers that be.

<< ================================================== ===== > << 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. > << ================================================== ===== >

john14638[at]gmail.com wrote:

- quote -

I have no information about your father-in-law's particular
situation, but the following information may be relevant.

I took early retirement from my former job when I was 59. I
received both my normal pension plus a supplemental pension.
The amount of the supplemental pension decreased by a
specific amount when I was old enough to qualify for early
Social Security benefits even though I decided not to take
the benefits at that age.

Did the date of the reduced disability check correspond with
the date on which your father-in-law could have received a
new or increased Social Security benefit? If so, that might
explain the "offset hypothetical social scrutiny" notation.

--
Vic Roberts
Replace xxx with vdr in e-mail address.

<< ================================================== ===== > << 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. > << ================================================== ===== >

My father-in-law is on disability as a former state employee
in NC. His most recent check of $1800 was reduced by $1200 by
a line-item listed as 'offset hypothetical social security' on
the stub. This is the first time it's happened but it caught
him by surprise to say the least. Without jabbing too hard at
the in-laws, lets just say he isn't 'savvy' on financial type
things and he says he can't get any explanation when he calls
the agency that cuts the check.

Multiple Google searches haven't given me any insight... does
anyone know what the heck that might be?

Thanks!

<< ================================================== ===== > << 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. > << ================================================== ===== >