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Rebate for senior/filing question?

 

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Subject Author Date
Rebate for senior/filing question? missy 02-21-2008
Posted by Harlan Lunsford on February 21, 2008, 9:17 pm
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missy wrote:
>
> Thanks so much, now the dumb question...what is the address?
>
> Thanks..;-)
>
I didn't think of that! (grin)

But you would send it to the service center designated for the area in
which you live. You may need to check IRS web site for it. Down South
heah, we use the Atlanta address. Goto www.irs.gov and in search box
top right type in "1040 filing address".

ChEAr$,
Harlan Lunsford, EA n LA

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Posted by D. Stussy on February 21, 2008, 10:26 pm
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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, .... ..., My Father will _not_, now
> way now how give his SSN out to anyone....

Why doesn't she have it from the last time she did file?

--
<< ------------------------------------------------------- >>
<< 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, 1:51 pm
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D. Stussy 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, .... ..., My Father will _not_, now
>> way now how give his SSN out to anyone....
>
> Why doesn't she have it from the last time she did file?
>

If they ever filed jointly, a Form 4506 can be used to request a copy of
the original return from the IRS (the fee is refunded if the return
cannot be obtained). Only one spouse is needed to sign this form.

She might be eligible for higher Soc Security benefits based on her
husband's earnings record if she becomes an ex-spouse.

It may be better to resolve any outstanding issues now before it becomes
a matter of probate down the road.

-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. >>
<< ------------------------------------------------------- >>

Posted by Harlan Lunsford on February 22, 2008, 5:36 pm
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D. Stussy 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, .... ..., My Father will _not_, now
>> way now how give his SSN out to anyone....
>
> Why doesn't she have it from the last time she did file?
>
Because not everybody, even including some of our own clients, don't
keep copies of past tax returns. Surprised?

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. >>
<< ------------------------------------------------------- >>

Posted by John D. Goulden on February 25, 2008, 1:11 pm
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> ... 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....

No one has mentioned this, so I'll throw in 'married but unmarried for tax
purposes.' The requirements are: married, did not live with the spouse at
any time during the last six months of the year and did not file a joint
return with the spouse, paid more than half of the cost of maintaining the
home, and lived with at least one dependent child for more than half the
year. I gather from your post that your mom has no dependent children, so
she fails that final test and she's pretty much stuck with MFS. But as other
posters have said, not knowing Dad's SSN is not a big deal.

--
John D. Goulden

--
<< ------------------------------------------------------- >>
<< 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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