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#4
02-19-2008, 11:44 AM
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 Re: Social Security payment for deceased spouse "Alan" <sfcnm-mtm[at]yahoo.com> wrote in message news:KYsuj.8285$5K1.1156[at]newssvr12.news.prodigy.net... - quote - > Harlan Lunsford wrote:
Thanks for the input, makes me feel good and am sure the widow will feel> > George Anthony wrote: > > > "Phil Marti" <prm20871[at]verizon.net> wrote in message > > > news  J8uj.4229$0%3.2016[at]trnddc06...> > > > "George Anthony" wrote: > > > > > > > > Taxpayers husband died in 2004. He had been receiving social security > > > > > disability benefits since 1988. In 2007 his widow got a phone call > > > > > from Social Security Administration stating that they had made an > > > > > error when paying his benefits and they would be sending a check for > > > > > the amount of the error of the years. The widow received a SSA-1099 > > > > <snip> > > > > > > > In the description of Box 3 there is no indication this was for prior > > > > > years, it just states "Benifits for 2007" > > > > > > > > > Should the widow file this as Social Security income on her tax > > > > > return? If not, what are your thoughts?? > > > > Whose SSN is on the 1099? > > > > > > > -- > > > > Phil Marti > > > > Clarksburg, MD > > > > > Only Social Security # on form is in Box 9 and that is the deceaseds #. > > > There is NO Social Security # in Box 2 where one usually appears. > > > > > George > > > > Looks like genuine tax free income to me. > > > ChEAr$, > > Harlan Lunsford, EA n LA > > Just to make you feel better... I agree with Harlan. The surviving spouse > can disregard the SSA benefits when filing her own tax return. > -- great. George Johnstown, PA -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#3
02-19-2008, 03:31 AM
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| Re: Social Security payment for deceased spouse Harlan Lunsford wrote: - quote - > George Anthony wrote:
surviving spouse can disregard the SSA benefits when filing her> > "Phil Marti" <prm20871[at]verizon.net> wrote in message > > news J8uj.4229$0%3.2016[at]trnddc06...> > > "George Anthony" wrote: > > > > > > Taxpayers husband died in 2004. He had been receiving social > > > > security disability benefits since 1988. In 2007 his widow got a > > > > phone call from Social Security Administration stating that they had > > > > made an error when paying his benefits and they would be sending a > > > > check for the amount of the error of the years. The widow received > > > > a SSA-1099 > > > <snip> > > > > > In the description of Box 3 there is no indication this was for > > > > prior years, it just states "Benifits for 2007" > > > > > > > Should the widow file this as Social Security income on her tax > > > > return? If not, what are your thoughts?? > > > Whose SSN is on the 1099? > > > > > -- > > > Phil Marti > > > Clarksburg, MD > > > Only Social Security # on form is in Box 9 and that is the deceaseds > > #. There is NO Social Security # in Box 2 where one usually appears. > > > George > > Looks like genuine tax free income to me. > ChEAr$, > Harlan Lunsford, EA n LA Just to make you feel better... I agree with Harlan. The own tax return. -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#2
02-19-2008, 02:52 AM
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| Re: Social Security payment for deceased spouse George Anthony wrote: - quote - > "Phil Marti" <prm20871[at]verizon.net> wrote in message > news J8uj.4229$0%3.2016[at]trnddc06...> > "George Anthony" wrote: > > > > Taxpayers husband died in 2004. He had been receiving social security > > > disability benefits since 1988. In 2007 his widow got a phone call from > > > Social Security Administration stating that they had made an error when > > > paying his benefits and they would be sending a check for the amount of > > > the error of the years. The widow received a SSA-1099 > > <snip> > > > In the description of Box 3 there is no indication this was for prior > > > years, it just states "Benifits for 2007" > > > > > Should the widow file this as Social Security income on her tax return? > > > If not, what are your thoughts?? > > Whose SSN is on the 1099? > > > -- > > Phil Marti > > Clarksburg, MD > Only Social Security # on form is in Box 9 and that is the deceaseds #. > There is NO Social Security # in Box 2 where one usually appears. > George Looks like genuine tax free income to me. ChEAr$, Harlan Lunsford, EA n LA -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#1
02-18-2008, 10:06 PM
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| Re: Social Security payment for deceased spouse "Phil Marti" <prm20871[at]verizon.net> wrote in message news J8uj.4229$0%3.2016[at]trnddc06...- quote - > "George Anthony" wrote:
Only Social Security # on form is in Box 9 and that is the deceaseds #.> > Taxpayers husband died in 2004. He had been receiving social security > > disability benefits since 1988. In 2007 his widow got a phone call from > > Social Security Administration stating that they had made an error when > > paying his benefits and they would be sending a check for the amount of > > the error of the years. The widow received a SSA-1099 > <snip> > In the description of Box 3 there is no indication this was for prior > > years, it just states "Benifits for 2007" > > > Should the widow file this as Social Security income on her tax return? > > If not, what are your thoughts?? > Whose SSN is on the 1099? > -- > Phil Marti > Clarksburg, MD There is NO Social Security # in Box 2 where one usually appears. George -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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02-18-2008, 04:31 AM
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| Re: Social Security payment for deceased spouse "George Anthony" wrote: - quote - > Taxpayers husband died in 2004. He had been receiving social security
<snip> disability benefits since 1988. In 2007 his widow got a phone call from > Social Security Administration stating that they had made an error when > paying his benefits and they would be sending a check for the amount of > the error of the years. The widow received a SSA-1099 - quote - > In the description of Box 3 there is no indication this was for prior
Whose SSN is on the 1099?> years, it just states "Benifits for 2007" > Should the widow file this as Social Security income on her tax return? > If not, what are your thoughts?? -- Phil Marti Clarksburg, MD -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
02-18-2008, 01:26 AM
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| Social Security payment for deceased spouse Taxpayers husband died in 2004. He had been receiving social security disability benefits since 1988. In 2007 his widow got a phone call from Social Security Administration stating that they had made an error when paying his benefits and they would be sending a check for the amount of the error of the years. The widow received a SSA-1099 with he following information. Box 1: Name of the deceased Box 2: Blank Box 3: Benefits paid Box 4: NONE Box 5: Same as Box 3 Box 7: NONE Box 8: Taxpayers name O/A/O Deceased's name DEC'D Street Address City, State Zip Box 9: Deceased's SS$ U1 In the description of Box 3 there is no indication this was for prior years, it just states "Benifits for 2007" Should the widow file this as Social Security income on her tax return? If not, what are your thoughts?? Thank you, George L. Anthony Anthony's Income Tax Service 1602 Killian Avenue Johnstown, PA 15909-1220 (814) 322-4740 geoanthony[at]atlanticbb.net -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
| Tags |
| deceased, payment, security, social, spouse |
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