Social Security

Ask social security questions and get answers ASAP

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

I HAVE A QUESTION ABOUT REPRESENTIVE PAYEE REPORT.

I HAVE A QUESTION...

I HAVE A QUESTION ABOUT REPRESENTIVE PAYEE REPORT

Accountant's Assistant: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.

QUESTION3. D HOW MUCH MONEY WAS SAVED NONEWAS SAVED THIS PAST YEAR BUT HE HAS 150 DOLLARS IN SAVINGS ACCOUNT DO I PUT ZERO WAS SAVED

Show More
Show Less
Ask Your Own Social Security Question
Answered in 3 minutes by:
3/20/2018
Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,024
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
Verified

Hi. My name’s Lane …

I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, to clients on three continents, since 1986.

I’m reading your question now.

Bear with me a moment while I type up my response.

….

Then if you have further questions we can go from there.

Ask Your Own Social Security Question
Customer reply replied 1 month ago
ok

Yes, you should complete the report in a literal fashion. If there as nothing saved after spending on the beneficiary, then that's what you want to report.

...

If these have been being done along they way as they should, That 150 should have been what's saved from another year.

...

Showing that everything was spent on the individual will cause less problems over time anyway.

...

Once the person is no longer entitled (a minor moving past age of majority for example) they will want everything not spent back...and will send to the individual themselves.

Ask Your Own Social Security Question
Customer reply replied 1 month ago
no

no, what?

Ask Your Own Social Security Question

Oh, if the site made one of those automated call offers, please disregard. That doesn't come from the expert

Ask Your Own Social Security Question

Please let me know if you have ANY questions at all, before rating me.

If this has helped, and you DON’T have other questions … I'd appreciate a positive rating (using the stars on your screen, and then clicking “submit")

That’s the only way JustAnswer.com will credit me for the work.

...

I hope you’ll rate me based on accuracy and thoroughness, rather than any good news / bad news content

But again, let me know if you need more here,

Lane

Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,024
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
Verified
Lane and 87 other Social Security Specialists are ready to help you
Ask your own question now
Customer reply replied 1 month ago
thank you for info
Was this answer helpful?
Ask Lane Your Own Question
Lane
Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,024
14,024 Satisfied Customers
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986

Lane 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
I will be 62 in June.I want to know if I am eligible to
I will be 62 in June.I want to know if I am eligible to receive 1/2 of my husbands social security benefits … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I would like to change my address. I do not want to set up
I would like to change my address. I do not want to set up an account, … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
Is SSI the same as getting disability? I'm 70 and now have
arythritsis in hip and bad back at tail bone. Has kept me from work for a year. I only get a small amount for social security $703. Don't know if there is financial help. I'm also a surviver of triple bypass and battle diabetes… read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
10 satisfied customers
I will turn 66 on May 10 this year. Should I wait until May
I will turn 66 on May 10 this year. Should I wait until May to apply? Will I receive a larger amount of SS if I wait until after I turn 66? … read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
My account has been compromised. Chase bank employee
my account has been compromised. Chase bank employee supposedly … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
I''m moving from Connecticut to Georgia. I would like to
I''m moving from Connecticut to Georgia. I would like to know how I can notice to SSA my new address? … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
Change of address and new I.D. card showing Ins. parts A
change of address and new I.D. card showing Ins. parts A and B … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
I am trying to apply for my retirement but can't seem to do
I am trying to apply for my retirement but can't seem to do it. Have tried to start over but won't let me … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
My wife will be 62 next year. I am 62 and plan on working
my wife will be 62 next year. I am 62 and plan on working another 5 years. Can my wife take her social security at 62 and will she still be able to take the spousal benefit when I retire at full retir… read more
Lane
Lane
JD,CFP, MBA, CRPS
14,024 satisfied customers
I would like to know what my monthly checks will be if I
Hi, I would like to know what my monthly checks will be if I retire at age 63 … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I am retired and collecting s.s. Years ago I was injured on
I am retired and collecting s.s. Years ago I was injured on a job and given a permanent 30% disability. Today. after years of aging, I have had multiple surgeries and other problems. Can I add a disab… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I am refinancing my house. I need to get a copy of my 2016
I am refinancing my house. I need to get a copy of my 2016 1099 for social security. How can I get a copy? Thanks for your help. … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
I currently receive social security. Taxes are not held back
I currently receive social security. Taxes are not held back and I would like to change this. How do I make this happen? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
I am 71 and retiring this year at the end of school May 23
I am 71 and retiring this year at the end of school May 23 working for Gwinnett County Schools in Georgia. I am receiving my husbands social security who died in 2013. Will the retirement money from t… read more
Lane
Lane
JD,CFP, MBA, CRPS
14,024 satisfied customers
I was born 10/6/1951 and I am not taking my benefits yet, my
I was born 10/6/1951 and I am not taking my benefits yet, my wife was born 02/25/1951 and started to take her benefit at 66. I was told that because of my birthdate I can defer taking my benefit until… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My husband and I were discussing my social security monthly
My husband and I were discussing my social security monthly amount as compared to his and how spousal benefits fit into my monthly amount. Can you help with that? … read more
Lane
Lane
JD,CFP, MBA, CRPS
14,024 satisfied customers
I turn 66 on 8/8/52. I was married to my 1st husband for
I turn 66 on 8/8/52. I was married to my 1st husband for 291/2 years. We divorced and I remarried. He is now deceased. I was told I could draw SS off my 1st husband because we were married more then 1… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My minor children are getting benefits since I am getting
My minor children are getting benefits since I am getting SS. If my child attends college will the benefits continue past age 18? … read more
TaxRobin
TaxRobin
Vocational, Technical or Trade School
1 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