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Recent Lump Sum questions

I got a letter from the SSA on July 12 stating I owe

I got a letter from the SSA on July 12 stating I owe $9133.00 from an overpayment last year (2015) I turned 62 in June last year and got my first check for $1543.00 on July 8 2015. SSA claims I had work income (wages) last year.What I had was a lump sum settlement, paid to me in May 2015, one month before my SS started. The settlement was for a National Labor Relations Board unfair labor practices lawsuit filed in 2013. It was not wages or self employment income.I never expected to get anything from it so it was a surprise. When I filed my taxes in 2016 I called my local SSA office and asked if I had gone over the income limit. The guy said they didn't count anything that wasn't wages or self employment income so I was ok.I called the local office and my call was forwarded to another office somewhere else. I haven't been able to talk to anyone because of long wait times. And they were supposed to call me back and that hasn't happened yet.What can I do?

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

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My father-in-law just died. He and my mother-in-law both

My father-in-law just died. He and my mother-in-law both received Social Security. Will she automatically receive his higher monthly amount (and her benefits go away), or does she have to send a request in?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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16,770 satisfied customers
I, I just received an SSA TREASURE money $40k. I've ask n

Hii,I just received an SSA TREASURE money $40k. I've ask n been told to take out the money from bank n put into another account, bank o stash it at home. i want to know why do they say that. Will affect medicare n ssi disability? I wasnt workn since 2013 bcoz i had retinal detachment eye surgery n im in dialysis now bcoz of my kidney.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,528 satisfied customers
My husband died at age 58 1/2 and was on disability. I did

My husband died at age 58 1/2 and was on disability. I did not get a survivor's benefit because I was not age 60. Now I am age 66, working full time and drawing my husband's social security. My benefits person at work told me to ask if I am eligible to draw back pay survival benefits when I turned age 60 to now?

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,528 satisfied customers
Disabled person on SS benefits received a large lump sum $

Disabled person on SS benefits received a large lump sum $ as gift, then put it in savings a/c, now applies for nursing home care thru SS Medicare/medicaid. Would SS consider the gift as income that has to be spent down?

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Christopher B, Esq.

Attorney

Juris Doctor

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4,786 satisfied customers
I am receiving social security disability benefits. I think

I am receiving social security disability benefits. I think it was based on the last two years that I worked. During that time period I was out of work for 3 months (hysterectomy) and another time for 2 Weeks (foot surgery). Therefore I did not work for 18 weeks. So I am guessing that my benefits were based on 86 weeks instead of 104 weeks. So the amount of monies I receive was short 18 weeks of work. Should that have been taken into consideration when calculating the amount I would receive; should 18 more weeks been added into the equation? Hope I have made sense with this question! Thanks, J.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

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11,528 satisfied customers
My mother in law died tuesday please let us know if SS will

My mother in law died tuesday please let us know if SS will pay anything for her funeral. She was 93yrs. old

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TaxRobin

Vocational, Technical or Trade School

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20,622 satisfied customers
Two questions1.) I am a widow and will take my late husband's

Two questions1.) I am a widow and will take my late husband's record at 60, then switch to my record at 66 or 70. This has not changed with the new law? This is a yes or no, and I am pretty certain , yes I can.2.) My best friend is 63 or 64 this year, she is on disability on her own record. She will switch to her ex-husbands record at 66 and "Hold" or "suspend" her record, then at 70 switch back to her record. Since her ex husbands record will be a bit less than her current record, can she do this plan? She thinks yes (and I hope yes) She says because she turned 62 before 2015 she is grandfathered in, can stay on SSD until 66 switch to her ex's record until 70, then back to her record. Yes?The new laws are confusing.thank you.

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lev-tax

Retired

Bachelor's Degree Equivalent

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24,192 satisfied customers
If a widow is going to draw her husbands spousal benefits

If a widow is going to draw her husbands spousal benefits can she get the social security benefits she has paid in to social security in a lump sum? At what age can a widow re-marry and still draw spousal benefits ? How long does a couple have to be married If they are married when husband dies for the widow to get spousal benefits? When a widow is drawing spousal benefits and her husband of over ten years passes away. Can she draw the one that has paid in the most?

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Phillips Esq.

Attorney

Juris Doctor

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17,214 satisfied customers
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