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Subject Author Date
Social Security payment for deceased spouse George Anthony 02-17-2008
Posted by George Anthony on February 17, 2008, 9:26 pm
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 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@atlanticbb.net

--
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<< >>
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Posted by Phil Marti on February 18, 2008, 12:31 am
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 "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

--
<< ------------------------------------------------------- >>
<< 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 George Anthony on February 18, 2008, 6:06 pm
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> "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

--
<< ------------------------------------------------------- >>
<< 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 18, 2008, 10:52 pm
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George Anthony wrote:
>> "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. >>
<< ------------------------------------------------------- >>

Posted by Alan on February 18, 2008, 11:31 pm
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Harlan Lunsford wrote:
> George Anthony wrote:
>>> "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.

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