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Recent Social Security questions

I am going to turn 65 in June. Although I don't plan to

I am going to turn 65 in June. Although I don't plan to retire for awhile, I received a social security notice that mentions that even if I am not retiring, I should sign up for Part B immediately or face a penalty. Is that true?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: No. I just don't want to miss any deadlines.

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LawTalk

Attorney at Law

Juris Doctor

36,432 satisfied customers
Its rather complicated. I was married in 1975 and she died

Its rather complicated.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: I was married in 1975 and she died in 1991. I was married in Mexico in 1993 and separated in 2005. but I have found out that based on Mexican law the marriage was not valid. She was not divorced for more than a year before we married. So what rights does she have to my Social Security Benefits.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: I am trying to decide how to pursue this. I have filed for divorce before I knew about the Mexican law. But I also have the option of getting the court to declare the marriage void because of Mexican law.

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,456 satisfied customers
Several months ago I called a social security office near me

Several months ago I called a social security office near me and asked to have my monthly allotment reduced for tax purposes. Since then I was informed that SS is not taxable. Is this true? If so, how would I go about getting reimbursed for all that has been withheld over many months?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: No ma'am

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,456 satisfied customers
Need to know how to get the form I need to sign up for that,

need to know how to get the form I need to sign up for thatJA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: I'm starting my own business. sorry I left that outJA: Is there anything else the Retirement Accountant should be aware of?Customer: no not a retirement acct, do I need to talk to someone else

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,456 satisfied customers
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

24,870 satisfied customers
Have not received SS statement for 2016, Need to get taxes

Have not received SS statement for 2016JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: Need to get taxes done. Have 2015 statement, but not 2016.JA: Is there anything else important you think the Retirement Accountant should know?Customer: Do not think so

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Arthur Rubin

Doctoral Degree

1,790 satisfied customers
Need a copy of the SSA-1099 for Tax's. Did not get one. My

Need a copy of the SSA-1099 for Tax's. Did not get one.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My mother in law is in rehab and I need to do the tax's.JA: Is there anything else the Retirement Accountant should be aware of?Customer: NO

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,456 satisfied customers
I am planning on retiring at 62 and I needed help about

I am planning on retiring at 62 and I needed help about using my ex-husbands social security. We were married for 18 years and he is 10 years younger, but from 2001 until 2009 there was no ss taken out of my checks.JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I don't understand?

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,456 satisfied customers
This question is for O Joy, Esq have a question if someone

this question is for Stephanie O Joy, EsqHi, Stephanie have a question if someone is getting Social Security disability and Medicare and is pregnant would that person be entitled to additional benefits and medical coverage? Right now they are on their father's health plan which will not offer benefits for babies she was getting SSI but know on here fathers social security retirement benefit when she was younger she did work and had some benefit on here own from SSDIThanks

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,046 satisfied customers
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