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Posted by rlsusenet@NOSPAMPUHLEEZschnapp on April 13, 2008, 4:05 pm
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Mark Bole wrote:
> I encountered an almost identical situation, except it was the wife who
> was blind. Do you have to wait for an official 1099-SSA? If you call
> the 1-800 number for SSA and plow through the voice prompts to get to a
> real operator, they can provide the 2007 reported amount over the phone.
Ah, thanks for that. I assumed I would need the SSA-1099 to get all the
numbers I need:
box 5 = total net benefits;
box 6 = Fed tax w/h (almost certainly 0);
Medicare B premiums deducted
Medicare D premiums deducted
If they can't find the forms in the next couple of days, I'll go this route.
Happily, it was pointed out to me that submitting a return by 4/15 is
not required to get in line for the rebate. Since they don't need to
file for any reason OTHER than the tax rebate they can take a reasonable
amount of time to file. Delaying filing will only delay their check.
And I'll bet that there are a lot of folks in their community (an
elderly housing apartment in NYC) that will suddenly need help filing
when they learn they've been given bad advice.
> Alternately, if you can see the monthly direct deposit amounts from bank
> statements, and distinguish between the SSI and the regular SS benefits
> (in my case, it was easy to see which was which), that would be adequate
> for the tax return as long as it is at least $3K.
>
> The IRS instructions to which Elle provided a link (k1040a3.pdf)
> specifically state you can estimate the amount from monthly payments
> plus anything withheld for Medicare).
I missed that. Boy, the gummint sure is being generous handing out that
candy! 8-)
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