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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 10142
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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WE FILED FOR AN EXTENSION ON OUR TAXES IN APRIL DUE TO A

Customer Question

WE FILED FOR AN EXTENSION ON OUR TAXES IN APRIL DUE TO A LARGE INHERITANCE AND THE COMPLICATIONS THAT WERE A RESULT OF THAT. WE RECENTLY MOVED AND I NEED TO PAY OUR TAXES THIS WEEK. HOWEVER, I HAVE BEEN UNABLE TO LOCATE WHAT BOX MY EARNINGS STATEMENT FROM THE SOCIAL SECURITY OFFICE IS IN. I HAVE SPENT MANY HOURS ON THE PHONE TRYING TO GET AN ANSWER. HOW DO I GET THIS FORM AND SINCE I ALREADY FILED FOR AN EXTENSION, WHAT DO I DO NEXT? WHEN I CALL SOCIAL THEY SAY THEY CANNOT GIVE ME THIS INFORMATION.
Submitted: 1 month ago.
Category: Tax
Expert:  Lane replied 1 month ago.

Hi,

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You can either go to the local Social Security office (although calling and setting an appointment might be the most efficient way to do that. - Many times you go there only to wait all day and come out with an appointment for another day.

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OR

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You can go to https://www.ssa.gov/myaccount/ and create an account if you haven't done so.

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Here ar the things you can do there (I'll underline thee pertinent part)

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If you receive benefits or have Medicare, you can:

Expert:  Lane replied 1 month ago.

Please let me know if you have any questions at all, before rating me.

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And if you DON'T have other questions Your positive rating … (by using those the stars or faces on your screen, and then clicking “submit”) …would be appreciated!

Otherwise I receive no compensation for the work.

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Thank you,

Lane

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I hold a law degree, with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in financial accounting & tax, a BBA, and CFP & CRPS designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, since 1986

Expert:  Lane replied 1 month ago.

Hi,

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I’m just checking back in to see how things are going.

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Did my answer help?

If this HAS helped, and you DON’T have other questions … I'd appreciate a positive rating (using the stars or faces on your screen, and then clicking “submit")

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But again, let me know if you need more on this.

Lane