Social Security

Ask social security questions and get answers ASAP

Ask an Expert,
Get an Answer ASAP!

I need to know if social security survivor benefits are

Customer Question
I need to know...

I need to know if social security survivor benefits are considered taxable income.

Accountant's Assistant: 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.

My husband passed in September of 2015. In 2016 I started receiving social security survivor benefits until I actually applied for and received my own social security benefits after I turned 70 in October, 2016. When I got all my income tax records, my income statement form from Social Security only showed the total benefits I received in November and December of 2016. My tax preparer asked me to find out if the surviving spouse social security benefits that I received earlier in 2016 were to be considered taxable income, as I did not received any form 1099 or whatever Social Security uses for income tax reporting purposed.

Accountant's Assistant: Is there anything else the Retirement Accountant should be aware of?

I don't know. I am still working full time, so I had given him my work W-2 and any 1099 or 1098 forms that I received, including the form from Social Security with the total SS benefits I accrued after my Birthday month of October.

Submitted: 8 months ago.Category: Social Security
Show More
Show Less
Ask Your Own Social Security Question
Answered in 9 minutes by:
9/12/2017
Social Security Expert: emc011075, Tax Adviser replied 8 months ago
emc011075
emc011075, Tax Adviser
Category: Social Security
Satisfied Customers: 3,685
Experience: Tax adviser IRS licensed Enrolled Agent and tax instructor
Verified

Hi. My name is ***** ***** I will be happy to help you.

Yes, up to 85% of your socials security benefits could be taxable depending on your total income. For tax purposes there's no difference between your own benefits or survivor benefits. If you have not received the statement for the entire year tell your accountant to request IRS transcript. The form may have got lost in mail.

You can check your online social security account or your IRS online account to check if the IRS received the second statement.

Ask Your Own Social Security Question
Social Security Expert: emc011075, Tax Adviser replied 8 months ago

Any questions?

You can get your transcript here: https://www.irs.gov/individuals/get-transcript

Just make sure you are requesting a FORM transcript, not return transcript. Once you create your user name and password ***** will be able to access your IRS online account anytime in the future.

Ask Your Own Social Security Question
Was this answer helpful?
Ask dylatess Your Own Question
dylatess
dylatess
dylatess, ATTORNEY
Category: Social Security
Satisfied Customers: 3,454
3,454 Satisfied Customers
Experience: 37 plus years of SSD practice

dylatess is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

dylatess

dylatess

ATTORNEY

3,454 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,565 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

3,065 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

R. Klein, EA

R. Klein, EA

Accountant

334 satisfied customers

Tax & Social Security Benefits specialist

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

233 satisfied customers

Licensed in multiple jurisdictions, experienced business attorney.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,234 satisfied customers

22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

< Previous | Next >

Related Social Security Questions
I am filling out form SSA-7163. I live as a full time
I am filling out form SSA-7163. I live as a full time resident of Canada and am a US citizen. My age is 65, but am working self-employed. I am trying to fill out the form 7163 and am having difficulti… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,234 satisfied customers
Am I entitled to any of my deceased ex-husbands social security
Am I entitled to any of my deceased ex-husband's social security survivor benefit?… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,234 satisfied customers
How can you wait to file for survivor benefits? It's
How long can you wait to file for survivor benefits? … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
What are survivor's benefits? 75 and retired at 62. My
75 and retired at 62. My husband passed away seven years ago. … read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
I am a UK citizen with a card getting survivor benefits
I am a UK citizen with a green card getting survivor benefits based on my late husbands social security. I am thinking of retirring to Sri Lanka. My question is does Sri Lanka have a tax treaty with the US the same as the UK … read more
Dr. Arthur Rubin
Dr. Arthur Rubin
Doctoral Degree
173 satisfied customers
I am currently receiving survivors benefits from my late
I am currently receiving survivors benefits from my late husband. I am 73. I understand that if I remarry, I will not lose these benefits. Is this correct? … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
What documentation do I need to apply for survivor benefits,
what documentation do I need to apply for survivor benefits, My wife passed away recently … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Is there a Veteran's Survivor Benefits I need notify of my
Is there a Veteran's Survivor Benefits I need notify of my husband's passing … read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
10 satisfied customers
My wife died 02/01/2018. What survivor benefits do I
My wife died 02/01/2018. What survivor benefits do I receive? When she began drawing SS we chose a lower withdrawal so that we could maintain a living amount every month. Her ss####-##-#### … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I get survivors benefits from my spouse who passed away a
I get survivors benefits from my spouse who passed away a few years ago. I planned on letting my own SS benefits continue to increase each year until I am 68 years old. I can switch over to my own SS … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
Granddaughter receives survivor benefits. Does she ha e to
granddaughter receives survivor benefits. Does she ha e to file with IRS. She is 16 tears old and has livied with us all year. Can we count her as our. dependent? Her father has never been able to cai… read more
Carter McBride
Carter McBride
LLM
1,046 satisfied customers
My son receives social security survivor benefits as my
Hello, My son receives social security survivor benefits as my husband passed away 7 years ago. I have been saving them in a representative payee account for college. I just recently learned that when… read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 satisfied customers
Does retirement cancel survivors benefits, I just turned 70,
I just turned 70, applied for and got retirement benefits. I have been receiving survivors benefit from my wife's account. Do I now recieve both or just retirement? … read more
emc011075
emc011075
Tax Adviser
3,685 satisfied customers
My daughter has been receiving survivors benefits for the
My daughter has been receiving survivors benefits for the past 10 years. She just turned 18. I am her mother and her representative payee. I received a letter from the SS office that I have to return … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I wondered what my spouse's survivor benefit would be when I
Hi, I wondered what my spouse's survivor benefit would be when I die. I currently receive $1,467.00/month, retired 1 year. Thanks! Nan … read more
emc011075
emc011075
Tax Adviser
3,685 satisfied customers
I am currently receiving partial survivor benefits for
I am currently receiving partial survivor benefits for $1,456 I will be turning 66 end of this month I have worked continuously until last year when I was laid off I earned over $43,000 dollars and be… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Can my spouse receive survivors benefits from my earnings
Can my spouse receive survivors benefits from my earnings even if he receives a reduced benefit from his own social security wages? If so, how is it calculated? … read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,199 satisfied customers
I have been recieving spouse survivor benefits and my income
I have been recieving spouse survivor benefits and my income has exceeded the allowable amount. Do I have any options as we (before my wifed passed away)depended on the income. I am 63. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x