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Recent Direct Deposit questions

My Mother passed away on October 13 2016. I have 2

Hi Wilson, My Mother passed away on October 13 2016. I have 2 questions.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: She received 2 checks after her passing, I still have the payments and if they need to go back I want to make that happen. Also I have to take care of her income taxes for2016 so I need any forms related to her income for 2016 if possible.JA: Is there anything else important you think the Retirement Accountant should know?Customer: I don't believe so

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lev-tax

Retired

Bachelor's Degree Equivalent

25,384 satisfied customers
My sister in law gets SSI from Texas and I am trying to file

My sister in law gets SSI from Texas and I am trying to file her tax for 2016. She has no other income to report from any sources other than her monthly SSI direct deposit. Is there any 1099 type form for SSI recipients?JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Is there anything else important you think the Retirement Accountant should know?Customer: nothing else

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TaxRobin

Vocational, Technical or Trade School

24,954 satisfied customers
Since January, 2017. I have had my deceased husbands social

Since January, 2017. I have had my deceased husbands social security checks arrive on different dates than what I had been receiving them on since his death. When I placed a call to s.s., I was told that I was listed as receiving his checks, the second wednesday of every month. however my direct deposit was set up for me to receive his checks on or around the 15th of every month. Now I am just not sure when I will receive his direct deposit. Why the change?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: What is the retirement account? I have never heard of that!

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,008 satisfied customers
I have my Social Security direct deposit to a bank account.

I have my Social Security direct deposit to a bank account. I would like to switch financial institutions. Can I do that on line with out a visit to social security office?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: Basically I want to switch financial instittions for direct deposit.JA: Is there anything else the Retirement Accountant should be aware of?Customer: No just switching banks.

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,008 satisfied customers
My mother passed away in December. Do I need to send you guy

My mother passed away in December. Do I need to send you guy a certificate or something?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: what do you need to know?JA: Is there anything else important you think the Retirement Accountant should know?Customer: no I don't believe

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,116 satisfied customers
I live on my ss check...I recently filed bankruptcy and

I live on my ss check...I recently filed bankruptcy and returned my 2013 ford fiesta back to the dealer because of constant repairs over two years...i had 4 more years of payment and i knew the car was not going to make it probably for the next 6 mos. Can the dealer garnish my ss account for payments?JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I bought the car used and discovered it had a history of the same problem...the transmission going out...I paid on it for two years...In that time the car was in the shop3 times...same problem...

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,116 satisfied customers
How do I change my direct deposit check from SS that comes

How do I change my direct deposit check from SS that comes into my personal checking account which is close now. I would like my check to be mail to my home address. Is this possible?JA: When we are ready I'll take you to the appropriate web page. The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: We are ready for you to help me.JA: Is there anything else the Retirement Accountant should be aware of?Customer: NO just that I need to stop my direct deposit right away and send check to my home address. Thank you.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,116 satisfied customers
I need to start my social security when I am 67 which will

I need to start my social security when I am 67 which will be in 3-20-17. Can you please help me with this and give me advise? Some History: I have received my husbands who died in 2003 and was a teacher for most of his life. I received his SS which wasn't much as he was in the school system most of his life. a few years ago I was contacted by SS that they had over paid me and for about a year of more they did not send in of his SS saying I made too much money. after about a year it seems I was contacted that I would be receiving it again some time in summer 2016 I think...but I moved and have never received any of that! Can I get those back payments? Please help!JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I don't think so!

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annelew12554

Master Tax Preparer

3,330 satisfied customers
I was suppose to receive my first SS check January 20017 and

I was suppose to receive my first SS check January 20017 and have not received it. Please advise me what is going on with my benefit check.###-##-#### Chris Hillis.JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.Customer: As I asked, I have not received my first benefit check, why not?JA: Is there anything else the Retirement Accountant should be aware of?Customer: Not that I am aware of

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,116 satisfied customers
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