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My mother just passed away and we are needed to know if we

My mother just passed away and we are needed to know if we can pay her bills that are due out of her SS account. She passed away 9/10/16JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: She has utilities that need to be paidJA: Is there anything else the Retirement Accountant should be aware of?Customer: If any is left over after her paying her utilities can we used the balance to pay her funeral expeneses

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,214 satisfied customers
I received a letter from SSI that states an alleged over

I received a letter from SSI that states an alleged over payment was made when on my fathers SSI account about 45 years ago he died on Jan 1 1969 SSI claims that the law has changed where they can now assess me for the 899.00 they say is due. I was a minor in 1969 and did not receive the money my parents did. How can it be that I now owe it.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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My wife is 67, has never worked do to an accident 28 years

My wife is 67, has never worked do to an accident 28 years ago. I am 63 and am waiting until i am 66 to get my full social security. Is my wife eligible now to receive social security benefits, though I am still working? Also, if she can, will affect my social security when I start?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,732 satisfied customers
I care for elderly mom and act as poa. I also am payee for

I care for elderly mom and act as poa. I also am payee for an invalid brother. Currently both checks go to the same bank and account. I need to change banks and separate accounts. How do I do this.JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I wouldn't know

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,640 satisfied customers
Is a payee responsible to pay back over payments after the

Is a payee responsible to pay back over payments after the social security recieptant dies

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,640 satisfied customers
I received a letter in March saying I owed Social Security

I received a letter in March saying I owed Social Security for payments made to me in 2013 because of income I reported on my tax return. That income was 1) a payment under a deferred comp plan and 2) the cash out of an unqualified pension plan. Both of these were "special payments" and not compensation for current work. I responded immediately by letter asking for a written appeal. They also suspended my wife's and my disabled daughter's SSDI payments. I have sent several letters and made two visits to my social security office.I have provided them with documents showing that I have been retired from the payor since 2003. I have also provided them with a form from GE (the payor) indicating these payments were not for current work. They have resumed my payments on a month to month basis but still say I owe them for 2013 and have not resumed my wife's and daughter's payments. What can I do to get this finally resolved?

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,640 satisfied customers
I received form no. SSA -L9790-sm (7-2016)... I don't know

I received form no. SSA -L9790-sm (7-2016)... I don't know why I received this form... I retired in July 2015 after I sustained an injury which resulted in my being out of work until the point at which I retired... I was on workers comp. until a couple of months after I retired... I started to get my SSA pension in August 2015 I believe (started getting my standard pension)... I also received a settlement from workers comp. after a hearing with the commissioner and my attorney was present. I accepted the amount offered... I had received and continued to receive payments until that time... I believe it was on or about Feb. 2016...Question 1-Why did I receive this letter and is it a standard to receive this-In other words is it typical/common to get this letter?Question 2- I am not receiving SSI or SSD benefits and do not expect to-I had previously applied and was denied and I chose not to appeal... That said,,,can any of my benefits/retirement or workers comp. settlement be reduced or garnished in any way under Ct. State and Federal law? I believe reductions can occur if I was receiving either SSD or SSI-which I am not...Question 3-Is my settlement/award taxable? Thanks...

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,640 satisfied customers
I have presented a waiver to social security requesting that

I have presented a waiver to social security requesting that I not return over payments of prior disability payments because it was not my fault that they sent them. I reported my return to work date but was assured by their agent that I would continue to receive payments until they felt a relapse of my broken leg symptoms would not occur. Their only response to this date is a letter that says "We are writing to tell you that you are no longer eligible for payments of this claim as of June 2016. Does this mean that the over payments that they claim prior to this date are now waived?Thank you Debbie Reilly

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,732 satisfied customers
What is the max percent child support take out of my back

What is the max percent child support take out of my back pay from social security for back child support only

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,732 satisfied customers
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