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lev-tax
lev-tax, Tax Advisor
Category: Social Security
Satisfied Customers: 28091
Experience:  Taxes, Immigration, Labor Relations
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My husband, ******, passed away May 13, 2015. s social was

Customer Question

My husband, Robert ****** , passed away May 13, 2015. His social was ***-**-****. He was born *********.
I am working on income tax, and am trying to find out what his benefits were prior to is death. I am not having any luck.
Can you help me?
Submitted: 11 months ago.
Category: Social Security
Expert:  lev-tax replied 11 months ago.

Can you specify what benefits are you looking for?
Is that about social security benefits?

Also - can you specify which tax form are you looking in? Is that 1040? 1040A or 1040EZ?

Customer: replied 11 months ago.
benefits paid to him during 2015I am not looking at any form--I am just trying to gather income info for my tax man
Expert:  lev-tax replied 11 months ago.

You should be receiving form SSA-1099 from the Social Security Administration.
If you do not have that form - you might want to contact them...

Let me know if you need any contact information.

.
What other benefits did your husband receive?

Expert:  lev-tax replied 11 months ago.

If you are not sure what income was reported to the IRS - you might want to order the tax account transcript.

Here is where to start

https://www.irs.gov/Individuals/Get-Transcript

Tax return and record of account transcripts are only available for the current tax year and three prior processing years. You must submit Form 4506T to request an account transcript for a tax year not available through get transcript by mail.

Let me know if you need any help.