116 thoughts on “1 Month Until Tax Day. Social Security Can Help You Prepare!

  1. I liked that you said that one thing to consider when you are in need of preparing for tax season is to check your social security benefits by using online websites. I have been trying to prepare my taxes but I have been worried that I will end up paying more than necessary since I have social security. I will be sure to check my social security benefits online to make sure that I am paying the correct amount.http://www.markburch.com/tax-services

  2. I need to have Federal & MA state taxes withheld from my social security check and don’t know where to find the forms to fill out.

    please advise
    Thank you

  3. I don’t know if I get a W2 form from SS.
    I don’t remember getting one last year. I need to know how to file. I can only be contacted via email, or mail. I do not have a working phone number.
    Thank you
    Cathy Lovell
    01-09-20209

    • Hi Cathy. Thanks for your question. You will not get a W-2 from us, Social Security. During the month of December of 2019, we sent out a notice to each beneficiary showing how much they received in benefits for the whole year. The notice also showed how much a can expect to receive in 2020. For tax purposes, we mail out the form SSA-1099 by January 31 each year. If for any reason you do not receive your SSA-1099 in the mail by then, starting on February 1, you can request a replacement SSA-1099 for the previous tax year. And the good news is that you can request a replacement SSA-1099 by using your personal my Social Security account. We hope this helps.

    • Hi, John. Under current law, the Internal Revenue Service (IRS) considers Social Security benefits taxable income for beneficiaries whose countable income exceeds certain limits. To learn more about those income thresholds, visit here. For any income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040 or you can visit their website at http://www.irs.gov/. We hope this helps.

    • Hi, Pam. Under current law, the Internal Revenue Service (IRS) considers Social Security benefits taxable income for beneficiaries whose countable income exceeds certain limits. To learn more about those income thresholds, visit here. For any income tax questions, you will need to contact the IRS. Their toll-free number is 1-800-829-1040 or you can visit their website at http://www.irs.gov/. We hope this helps.

  4. My husband and I have not received our 1099 forms.
    John Hoffman, Jr and Nancy G. Hoffman. We need
    these forms asap we are going to H&R Block on Feb. 25th. John is 82 and I’m 77 years old. I am not very good on the computer . Please help me.

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