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#5
08-13-2008, 12:57 AM
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 Re: Can widow's social security benefits be affected if she receives a survivor's annuity??? "idreos" <victorvoul[at]gmail.com> wrote in message news:337e38a9-3a9a-44f0-a979-fce5142da850[at]34g2000hsh.googlegroups.com... - quote - > On Aug 12, 2:58 am, "D. Stussy" <s...[at]bde-arc.ampr.org> wrote:
not> > "Katie" <katiej_1...[at]yahoo.com> wrote in message news:ad4d0bc6-76ff-4e41-bd92-435b06856a8f[at]i20g2000prf.googlegroups.com... > > > On Aug 11, 9:04 pm, idreos <victorv...[at]gmail.com> wrote: > > > > A married retired federal employee dies. He was receiving a federal > > > > annuity that provides for a reduced federal annuity for hiswidow. > > > > Can thewidow’s social security benefit be affected by the survivor's > > > > annuity she will receive? > > > > Thanks for your help! > > > > No. > > > > I'm in exactly that situation. My SS benefits are not affected at all > > > by the fact that I receive a survivor benefit under my late husband's > > > federal employee pension. I also have a small defined benefit pension > > > of my own, which also has no effect on SS. > > > I disagree - on one point: The gross amount of the SS benefits will remain unaffected, but their TAXABILITY may be affected. If non-SS income - quote - > > otherwise excludible exceeds $25k, then (part or all of) the SS benefits
I didn't say that. Without knowing how much of his annunity is taxable, the> > become taxable for income tax purposes. > Thank you for your input. > Please clarify...........If she was receiving SS benefits and he was > receiving a federal annuity the combined income was taxed to begin > with. question cannot be answered. - quote - > Are you saying that SS benefits for the wife were not taxable if she
No. That's a different situation. When a couple files a joint return, the> was receiving less than 25K prior to his passing?? threshold of their combined other income to make SS benefits taxable is $32k. -- << ------------------------------------------------------- > << 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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#4
08-12-2008, 07:16 PM
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| Re: Can widow's social security benefits be affected if she receivesa survivor's annuity??? On Aug 12, 2:58*am, "D. Stussy" <s...[at]bde-arc.ampr.org> wrote: - quote - > "Katie" <katiej_1...[at]yahoo.com> wrote in message
Thank you for your input.> news:ad4d0bc6-76ff-4e41-bd92-435b06856a8f[at]i20g2000prf.googlegroups.com... > > On Aug 11, 9:04 pm, idreos <victorv...[at]gmail.com> wrote: > > > A married retired federal employee dies. He was receiving a federal > > > annuity that provides for a reduced federal annuity for hiswidow. > > > Can thewidow’s social security benefit be affected by the survivor's > > > annuity she will receive? > > > Thanks for your help! > > No. > > I'm in exactly that situation. *My SS benefits are not affected at all > > by the fact that I receive a survivor benefit under my late husband's > > federal employee pension. *I also have a small defined benefit pension > > of my own, which also has no effect on SS. > I disagree - on one point: *The gross amount of the SS benefits will remain unaffected, but their TAXABILITY may be affected. *If non-SS income not > otherwise excludible exceeds $25k, then (part or all of) the SS benefits > become taxable for income tax purposes. Please clarify...........If she was receiving SS benefits and he was receiving a federal annuity the combined income was taxed to begin with. Are you saying that SS benefits for the wife were not taxable if she was receiving less than 25K prior to his passing?? Thanks for your help! -- << ------------------------------------------------------- > << 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
08-12-2008, 04:10 PM
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| Re: Can widow's social security benefits be affected if she receivesa survivor's annuity??? Phil Marti wrote: [snip] - quote - > Maybe. If her SS benefit is based on her earnings record, no. If her SS
person receiving SSA survivor benefits if it was based on his/her> benefit is based on his earnings record, yes. If you go to www.ssa.gov and > search on "offset" you'll find all the information. I thought the government pension offset would only impact a own government employment. As this person is receiving a government survivor benefit (not based on her own earnings), there would not be any offset. -- << ------------------------------------------------------- > << 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
08-12-2008, 11:40 AM
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| Re: Can widow's social security benefits be affected if she receives a survivor's annuity??? "idreos" wrote: - quote - > A married retired federal employee dies. He was receiving a federal
Maybe. If her SS benefit is based on her earnings record, no. If her SS> annuity that provides for a reduced federal annuity for his widow. > Can the widow’s social security benefit be affected by the survivor's > annuity she will receive? benefit is based on his earnings record, yes. If you go to www.ssa.gov and search on "offset" you'll find all the information. -- 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
08-12-2008, 06:58 AM
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| Re: Can widow's social security benefits be affected if she receives a survivor's annuity??? "Katie" <katiej_1958[at]yahoo.com> wrote in message news:ad4d0bc6-76ff-4e41-bd92-435b06856a8f[at]i20g2000prf.googlegroups.com... - quote - > On Aug 11, 9:04 pm, idreos <victorv...[at]gmail.com> wrote:
I disagree - on one point: The gross amount of the SS benefits will remain> > A married retired federal employee dies. He was receiving a federal > > annuity that provides for a reduced federal annuity for his widow. > > Can the widow’s social security benefit be affected by the survivor's > > annuity she will receive? > > Thanks for your help! > No. > I'm in exactly that situation. My SS benefits are not affected at all > by the fact that I receive a survivor benefit under my late husband's > federal employee pension. I also have a small defined benefit pension > of my own, which also has no effect on SS. unaffected, but their TAXABILITY may be affected. If non-SS income not otherwise excludible exceeds $25k, then (part or all of) the SS benefits become taxable for income tax purposes. -- << ------------------------------------------------------- > << 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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08-12-2008, 04:07 AM
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| Re: Can widow's social security benefits be affected if she receivesa survivor's annuity??? On Aug 11, 9:04*pm, idreos <victorv...[at]gmail.com> wrote: - quote - > A married retired federal employee dies. He was receiving a federal > annuity that provides for a reduced federal annuity for his widow. > Can the widow’s social security benefit be affected by the survivor's > annuity she will receive? > Thanks for your help! No. I'm in exactly that situation. My SS benefits are not affected at all by the fact that I receive a survivor benefit under my late husband's federal employee pension. I also have a small defined benefit pension of my own, which also has no effect on SS. Katie in San Diego -- << ------------------------------------------------------- > << 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
08-12-2008, 04:04 AM
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| Can widow's social security benefits be affected if she receives asurvivor's annuity??? A married retired federal employee dies. He was receiving a federal annuity that provides for a reduced federal annuity for his widow. Can the widow’s social security benefit be affected by the survivor's annuity she will receive? Thanks for your help! -- << ------------------------------------------------------- > << 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 |
| affected, annuity, asurvivor, benefits, receives, security, social, widow |
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