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Posted by missy on February 21, 2008, 12:05 am
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Hello, I posted here before and got some helpful advice, and here I am
again...
Okay, here's the weird situation, My Mother is on SS and that is all
she recieves for income, so she has not filed a tax return for some
time now, but she does want to file this year (like all seniors) to
get the rebate...in her case it will only be 300.00 but she needs it!!
anyhow, the problem is ''how to file'' ??
I did some investigating myself and found a form online...it is called
a 1040A (I think) anyhow, my Mother and Father are not divorced BUT
have been living apart for years, (like 25) he never divorced her
because of health insurance ...etc. etc..when I went to fill out this
form for my Mom, I was going to file her ''single'' but later found
out that I can not file her single because she is legally married..
( we are in PA)...so I figured she could file ''married, filing
separated'' and that IS the case, BUT, it asks for the spouses full
name and SSN...and here is the big problem, My Father will _not_, now
way now how give his SSN out to anyone....
Is there anything at all she can do?
I dont know why he is the way he is, maybe that is why they have lived
apart, idk,,,,but I don't want to even know why he refuses to give his
number to her but if there is anything at all she can do, I hate to
see her lose this money, but my Father giving up his SSN is not going
to happen....
He does not file an income tax either and he said that he wont this
year either, he said that he filed all his life and he is done! but
what about my Mom..;(
I feel so bad for her because she was the first one to tell everyone
about this....and I hate for her not to get a check...if she doesnt
get one I will share mine with her...but is there anything my Mom can
do to get her own?
PS. NO, My Mom is not retarded, it's just that we live in the same
home and I usually do anything like this....then I come here to ask
for help...LOL...
Thanks for any advice....
Oh the kicker is that my EX husband is a Freaking CPA and I cant ask
him anything, because we are not on good terms right
now...grrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr
Messy Missy In PA.
--
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Posted by Phil Marti on February 21, 2008, 1:49 am
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"missy" wrote:
> Okay, here's the weird situation, My Mother is on SS and that is all
> she recieves for income, so she has not filed a tax return for some
> time now, but she does want to file this year (like all seniors) to
> get the rebate...in her case it will only be 300.00 but she needs it!!
> anyhow, the problem is ''how to file'' ??
> I did some investigating myself and found a form online...it is called
> a 1040A (I think) anyhow, my Mother and Father are not divorced BUT
> have been living apart for years, (like 25) he never divorced her
> because of health insurance ...etc. etc..when I went to fill out this
> form for my Mom, I was going to file her ''single'' but later found
> out that I can not file her single because she is legally married..
> ( we are in PA)...so I figured she could file ''married, filing
> separated'' and that IS the case, BUT, it asks for the spouses full
> name and SSN...and here is the big problem, My Father will _not_, now
> way now how give his SSN out to anyone
Just file showing his name and "unknown" for the SSN. It's not the first
time.
--
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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Posted by Mark Bole on February 22, 2008, 1:38 pm
Please log in for more thread options Phil Marti wrote:
> "missy" wrote:
>
>[...] BUT, it asks for the spouses full
>> name and SSN...and here is the big problem, My Father will _not_, now
>> way now how give his SSN out to anyone
>
> Just file showing his name and "unknown" for the SSN. It's not the first
> time.
Technically there is a $50 penalty for failure to provide the required
SSN, perhaps it would not be imposed in this case.
-Mark Bole
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>
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Posted by Harlan Lunsford on February 21, 2008, 5:29 pm
Please log in for more thread options missy wrote:
> Hello, I posted here before and got some helpful advice, and here I am
> again...
>
> Okay, here's the weird situation, My Mother is on SS and that is all
> she recieves for income, so she has not filed a tax return for some
> time now, but she does want to file this year (like all seniors) to
> get the rebate...in her case it will only be 300.00 but she needs it!!
> anyhow, the problem is ''how to file'' ??
balance snipped.....
For an example of the 1040A form to be filed just for this purpose, see:
http://www.irs.gov/pub/newsroom/1040a.pdf
All that's needed besides name, address, and social security number
(signature of course!) is the entry on line 14A. No totals;
no subtotals. IRS will do the rest.
ChEAr$,
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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Posted by missy on February 21, 2008, 9:03 pm
Please log in for more thread options > missy wrote:
> > Hello, I posted here before and got some helpful advice, and here I am
> > again...
>
> > Okay, here's the weird situation, My Mother is on SS and that is all
> > she recieves for income, so she has not filed a tax return for some
> > time now, but she does want to file this year (like all seniors) to
> > get the rebate...in her case it will only be 300.00 but she needs it!!
> > anyhow, the problem is ''how to file'' ??
>
> balance snipped.....
>
> For an example of the 1040A form to be filed just for this purpose, see:
>
> http://www.irs.gov/pub/newsroom/1040a.pdf
>
> All that's needed besides name, address, and social security number
> (signature of course!) �is the entry on line 14A. �No totals;
> no subtotals. �IRS will do the rest.
>
> 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 atwww.asktax.org. � � � �
� � � � >>
> << � � � � Copyright (2007) - All rights reserved. � � � � >>
> << ------------------------------------------------------- >>
Thanks so much, now the dumb question...what is the address?
Thanks..;-)
--
<< ------------------------------------------------------- >>
<< 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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