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Recent Representative Payee questions

My twin children have been collecting since their dad died

my twin children have been collecting since their dad died over 10 years ago. I saved 1/2 the money in a college 529 plan. Now they turned 18 and Social Security is saying I need to send all the money I saved back to Social Security. I need this money to pay for their college! What do I do?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: I think I said it all

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,766 satisfied customers
How do I get my mom as a of state? I am her representative

How do I get my mom as a ward of state? I am her representative payee. I'm moving out of state.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My mom has Alzheimer's and is in a facility. I pay her bills out of her checking account that I am on as representative payee. I am moving to south Carolina and I want to make her a ward of the state since will be so far away.JA: Is there anything else the Retirement Accountant should be aware of?Customer: She is on medi cal. I pay her facility out of her checking account.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,176 satisfied customers
My sister-inlaw sustained a TBI approximately 27 years ago.

My sister-inlaw sustained a TBI approximately 27 years ago. She was in a coma for 2 weeks & had years of therapy. She was told that eventually she would become an Alzheimer patient. She has been in a memory care unit for 6 months. Is she eligible for SS Disability & if so, could it be retroactive? retroactive>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 the Retirement Accountant should be aware of?Customer: There was a settlement in lieu of a negligence lawsuit. Would that affect an award? Currently my brother is struggling to pay out of pocket costs that their long term insurance does not cover.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,176 satisfied customers
When you have to pay back an overpayment on ssi disability,

when you have to pay back an overpayment on ssi disability, because you are pay representative (or something like that), can you declare or deduct this on your taxes - over $17,000.00JA: 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: my son was on ssi disability for mental issues, he could not receive any money until someone would become his representative payee(??) i volunteered, but they were suppose to be getting someone else or the county to handle it - of course, this did not happen. in 8/2010 after my son's death - 7/23/2010 - i received a notice stating they were going to garnish MY wages - i went to the ssi office, but they were no help - i finally just paid it so i would not have to deal with it as i was grievingJA: When we are ready I'll take you to the appropriate web page.Customer: i would like to know since this is a payment to social security is there any way to claim on my taxes?JA: Is there anything else important you think the Retirement Accountant should know?Customer: not that i know of

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LawTalk

Attorney at Law

Juris Doctor

37,886 satisfied customers
I filed and suspended for social security in 2016. I have a

I filed and suspended for social security in 2016. I have a disabled son who qualified for ssdi benefits under my earnings record. He qualified as a "disabled adult child"; he is 26 and categorized as a totally and permanently disabled adult. He receives $990 per month starting in 2016, and the payments are made to him - he and his SSN# ***** the beneficiary on the payment. My wife is designated as the representative payee. He has no other income. Are his benefits taxable, does he need to file? He is single and lives with us. My preliminary research indicates that if his annual income is less than $25,000, he does not need to pay any taxes. I am trying to verify the taxability/filing status of these payments. Thanks for your help!

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lev-tax

Retired

Bachelor's Degree Equivalent

25,422 satisfied customers
I received a letter from social security the other day. They

Hi Good evening, I received a letter from social security the other day. They need me to talk to them tomorrow about the representative payee account that was receiving the benefits for my 18 year old brother in 2016. They paid a lump sum around the end of 2016 because they withheld payments since 2012 since we didn't file an accounting form. I had work the past two days so I couldn't give them a call. I did some research online what it could be, and I'm having anxiety over the misuse I had done with some of the funds. Some sources say SSA would only have me pay restitution to my brother over the squandered amount, but sources from SSA sites seem to have a more dire penalty of a large fine and jail time. I'm worried if I might say something tomorrow I probably shouldn't.JA: Because employment law varies from place to place, can you tell me what state this is in?Customer: New YorkJA: Has anything been filed or reported?Customer: I'm not sure.JA: Anything else you want the lawyer to know before I connect you?Customer: Not anything at this time.

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Charles Markham

Principal

Masters Science Taxation

770 satisfied customers
My son was found dead in his apartment. What am I supposed

My son was found dead in his apartment. What am I supposed to do about his Social Security stuff? JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best. Customer: He was 47 years old and lived in housing by the Coallition for the Homeless. At this particular moment, I don't even have his SSN #. He was born on May 2, 1969. His name was Jeremy *********. JA: Is there anything else the Retirement Accountant should be aware of? Customer: I spelled his last name wrong, it is *********. He was 47 and had alcohol problems. I need to find out how to report this to Medicaid and also to the Food Stamp Department I have not found his food stamp card, but I know he had one. My name is Margie ************

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,176 satisfied customers
My children are receiving social security survivors benefits

My children are receiving social security survivors benefits since their Dad passed away last April. There is a family max. My oldest child moved out of the house after her died and is under 18 and reassigned her benefits to another representative payee. Should my other two now be receiving a higher monthly amount? When does that change? When my oldest turns 18 or after she graduates from HS, or now with her not living in my household anymore?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? Soon. I'm trying to find the right Retirement Accountant for you right now. As soon as they are ready, I will let you know.Customer: ok. The whole social security benefits situation has been so confusing for me and the people at the SSA office have not been patient or kind to me while figuring it out because of my oldest daughter. I also wonder what the income limitations are to receive social security benefits as a divorced widow. I had been married to him for 19 years.

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LawTalk

Attorney at Law

Juris Doctor

37,886 satisfied customers
Our agency is representative payee for clients with

Our agency is representative payee for clients with disabilities. If they wish to go on a vacation with staff to assist them, do we need prior approval from social security. Typically, our individuals collect SSI, SSDI & SSA

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LawTalk

Attorney at Law

Juris Doctor

37,886 satisfied customers
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