Social Security

Ask Social Security Questions and Get Answers ASAP

Ask an Expert,
Get an Answer ASAP!

Social Security

I am wanting to see if i can file for survivor benefits. I…

Customer Question
I am wanting to...

I am wanting to see if i can file for survivor benefits. I turned 60 this year and my husband passed Nov 2014

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.

I was told by social security i could not recieve any from my husbands social security til i turned 60. He passed Nov 29 2014.

Accountant's Assistant: Is there anything else important you think the Retirement Accountant should know?

I dont know

Submitted: 4 months ago.Category: Social Security
Show More
Show Less
Ask Your Own Social Security Question
Answered in 18 minutes by:
10/10/2017
Social Security Expert: keeperumiami, Senior Tax Expert & Financial Planner replied 4 months ago
keeperumiami
keeperumiami, Senior Tax Expert & Financial Planner
Category: Social Security
Satisfied Customers: 7,286
Experience: Sr Tax Expert/Financial PlannerCPA/PFS (retired)Over forty years of advising individuals & small businesses
Verified

Hello, my name is***** goal is to give you a complete & accurate answer. I am working on your request now & I will respond as soon as possible.

Ask Your Own Social Security Question
Social Security Expert: keeperumiami, Senior Tax Expert & Financial Planner replied 4 months ago

First of all my condolences on the loss of your husband. I'm sure the last few years have been difficult. I hope I can provide the information you need.

As you were told, you are eligible for Survivor's benefits, based upon your husband's earnings record, when you turned 60.

How much your actual benefits you are entitled to, depends to a large extent whether or not your husband was collecting his retirement benefits when he died, and if so, whether or not he began collecting his benefits early, that is before he reached his full retirement age.

Given the complexity of your particular situation (in terms of determining the actual amount of benefits you are entitled to receive), I suggest that you make an appointment with your local Social Security office in order to apply for your Survivor's benefits in person. You should tell them what you want to do (Apply for Survivor's Benefits), so that you can determine what information they want you to bring in for identification and in relation to your Spouse's information and record of your marriage. This will avoid a second trip to obtain the documentation you need.

Here is a link where you can determine the location and phone number of your closest local SSA office, using your Zip Code.

https://secure.ssa.gov/ICON/main.jsp#officeResults

You will want to call first and make an appointment to meet with a Benefits Counselor to apply for your benefits. If your local office doesn't publish a local phone number (some do;some don't), you can call 1-***-***-**** to make an appointment anywhere in the country. Sometimes calling this number involves extended wait times on "hold", so that's why it's better to use a the phone number of your local office, if one is published.

If possible, it would be prudent to bring someone with you, a family member, close friend or your tax or financial advisor, to make sure all your questions get answered to your satisfaction and so that the other person can take any necessary notes so you can concentrate on what is being said.

Let me know if you have any additional follow-up questions.

Please remember to rate my response as that is the only way the SITE will credit me for assisting you today.

Thanks very much,

Steve G.

Ask Your Own Social Security Question
Ask keeperumiami Your Own Question
keeperumiami
keeperumiami
keeperumiami, Senior Tax Expert & Financial Planner
Category: Social Security
Satisfied Customers: 7,286
7,286 Satisfied Customers
Experience: Sr Tax Expert/Financial PlannerCPA/PFS (retired)Over forty years of advising individuals & small businesses

keeperumiami 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

3,441 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
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
432 satisfied customers
I'm a widow age 55 can I get survivor benefits? He worked
he worked outside the home . I did not in the past 10 years. we were married 19 years. … read more
LawGuy
LawGuy
Juris Doctor
123 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
Senior Tax Specialist
Bachelor's Degree
16 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
Senior Tax Specialist
Bachelor's Degree
16 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
I have survivor benefits from social security. They started
I have survivor benefits from social security. They started in June. Also I have two part time jobs, I was laid off from one in May, all this year … 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
1,300 satisfied customers
I'm receiving survivor benefits, when I reach retirement age
I'm receiving survivor benefits, when I reach retirement age does the benefit … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I am wanting to see if i can file for survivor benefits. I
I am wanting to see if i can file for survivor benefits. I turned 60 this year and my husband passed Nov 2014 … read more
keeperumiami
keeperumiami
Senior Tax Expert & Financial Planner
7,286 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
I have been claiming my survivor benefits for about 18 years
I have been claiming my survivor benefits for about 18 years is it possible to sitch to my own benefits as I have been working all this time I am 75 years old? … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I will be receiving survivors benefits beginning next month,
Hi, I will be receiving survivors benefits beginning next month, my question is how will this affect my taxes at the end of the year. I am still working. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I need to know if social security survivor benefits are
I need to know if social security survivor benefits are considered taxable income. … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I am surrently collectin survivor benefits as are my
I am surrently collectin survivor benefits as are my children. I am turning 62 this year and I am wondering what will happen to my kids' survivor benefits if I start collecting on my own account. … read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I am inquiring about survivors benefits, My husband passed
My husband passed away 20 years ago. my sons and myself collected survivors benefits briefly. I collected for 5 months then my youngest turned 16. Their benefits stopped when they graduated high school. I will be 60 this January and someone told me I could collect benefits again after that. … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
How can a child received survivor's benefits? Can it be
How long can a child received survivor's benefits? Can it be received until the child is out of college? … 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