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Appeal Your Non-Medical Decisions Online

December 12, 2016 • By

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Last Updated: December 12, 2016

woman on her ipadSocial Security has a new way for you to conduct business with us online. You no longer need to visit our offices or call us to appeal a denial or adverse action related to your benefits. Beginning December 10, 2016, you can file an appeal online for non-medical issues, even if you live outside the United States. Examples of non-medical appeals include those for overpayments and Medicare premium rates.

The online appeals application is simple, convenient, and secure; it guides you through every step of the process. From outlining your rights to an appeal, to publications on the appeals process, a fair review of your case is right at your fingertips. The online application also lets you upload supporting documentation and save your submission.

Submitting your appeal and necessary documents online will save time and can help expedite the decision. Here are some things you’ll need when you’re ready to submit an appeal:

  • Notice date or receipt from Social Security that explains what adverse action you wish to appeal; and
  • Supporting documentation you wish to add to your request for appeal.

You can learn more about our appeals process by reading our publication Your Right To Question The Decision Made On Your Claim.

Social Security is constantly looking for ways to make our services accessible and readily available when you need them. It’s part of our commitment to delivering excellent service and providing you with more options, like an online appeal, to conduct your business.

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About the Author

Jim Borland, Assistant Deputy Commissioner, Communications

Jim Borland, Assistant Deputy Commissioner, Communications

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Comments

  1. Judith C.

    New benefit amount does not reflect change I signed up for on my Medicare Prescription Drug Plan. It is supposed to be Well-Care @ $15.50 per month.

    • Ray F.

      Hello Judith. Unfortunately, and because of security reasons we do not have access to personal records in this blog. One of our representatives should be able to provide you with an explanation. Please call our toll free number at 1-800-772-1213 for assistance. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Generally, you will have a shorter wait time if you call later during the day or later in the week. Thanks.

  2. Charlotte F.

    Charlotte Frye *** – ** – ***
    I just sent an email to you appealing the New Benefit
    Amount. I’m sorry, I quoted my pension amount of 1280 instead of my Social Security amount. Please disregard my previous complaint.

  3. Charlotte F.

    The new Benefit Amount reads I will get 1,264 beginning January, 2019. I already get 1280. Even if the medical insurance went up, I think I should be getting the same or more with a 2.8% increase for 2019.

    Thank you
    Charlotte Frye SS *** – ** – ***
    email – cfrye1onrdg@comcast.net

  4. al l.

    I recently received a letter relating to IRMAA. The letter informs me that I can appeal the decision on-line. However I am unable to locate a link to register the appeal. I do see a link for appealing a non-medical claim which I believe this to be, but the form/information appear to relate to denial of SSI benefits etc. So the website is confusing as to where I should go to file the appeal.

  5. Joan A.

    2017 married filed joint. Income $233,140. IRMAA should be $135.40. Statement shows $297.90

    • Ray F.

      Hello Joan. Unfortunately, and because of security reasons we do not have access to personal records in this blog and cannot assist you in this matter. One of our representatives should be able to provide you with an explanation. Please call our toll free number at 1-800-772-1213 for assistance. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Generally, you will have a shorter wait time if you call later during the day or later in the week. Thanks!

  6. Jacqueline M.

    This doesn’t link to the appeal website nor does it tell me how to proceed with a non-medical appeal. Where is the step-by-step process? I will keep searching.

    • Vonda V.

      Hi Jacqueline, thank you for using our blog. You can request an appeal online for a reconsideration, a hearing by an administrative law judge, and a review by the Appeals Council, even if you live outside of the United States. When we made the first determination on your claim, we sent you a letter explaining our determination. This letter contains guidance on what level of appeal you should select.

  7. Peter K.

    We are looking for an appeal on the increase on Medicare part B & D because of out income for 2017 of $289,397. The sum of $189,000 was from our retirement account on January2, 2017 to pay for our house purchased on January 5, 2017, this was a one time withdrawl in retirement. Our income will be about $125,000 for 2018. Please advise as to what we need to do to get this adjusted.

    • Vonda V.

      Hi there Peter and Linda. Thank you for using our blog. To determine if you’ll pay higher premiums, Social Security uses the most recent federal tax return the IRS provides to us. If you must pay higher premiums, we use a sliding scale to make the adjustments, based on your modified adjusted gross income (MAGI). Your MAGI is your total adjusted gross income and tax-exempt interest income.

      For details regarding an appeal, check out the factsheet: What You Can Do if You Think Your Medicare Income-Related Premium is Incorrect.

  8. Ernest W.

    I received a letter regarding my Medicare premium the amount does not reflect my past or current financial situation I am divorced & received money from my retirement account to cover unexpected bills the money is no longer available & never will be again. Please lower my monthly amount back to normal. Thanks. God bless.

    • Ray F.

      Hello Ernest. Unfortunately, and because of security reasons we do not have access to personal records in this blog and cannot answer your question at this time. One of our representatives should be able to provide you with an explanation. Please call our toll free number at 1-800-772-1213 for assistance. Representatives are available Monday through Friday, between 7 a.m. and 7 p.m. Generally, you will have a shorter wait time if you call later during the day or later in the week. Thanks.

  9. Roburd A.

    This Product Contains Sensitive Taxpayer Data
    Request Date: 07-24-2018
    Response Date: 07-24-2018
    Tracking Number: 100399046177
    Tax Return Transcript
    SSN Provided: *** – ** – ***
    Tax Period Ending: Dec. 31, 2017
    The following items reflect the amount as shown on the return (PR), and
    the amount as adjusted (PC), if applicable. They do not show subsequent
    activity on the account.
    NAME(S) SHOWN ON RETURN: ROBURD C & JEANNE K ARNESEN
    ADDRESS: 160 HAWTHORNE WAY
    TROUT VALLEY, IL 60013-2431-604
    FILING STATUS:
    FORM NUMBER:
    CYCLE POSTED:
    RECEIVED DATE:
    REMITTANCE:
    EXEMPTION NUMBER:
    DEPENDENT 1 NAME CTRL:
    DEPENDENT 1 SSN:
    DEPENDENT 2 NAME CTRL:
    DEPENDENT 2 SSN:
    DEPENDENT 3 NAME CTRL:
    DEPENDENT 3 SSN:
    DEPENDENT 4 NAME CTRL:
    DEPENDENT 4 SSN:
    PTIN:
    PREPARER EIN:
    Income
    SSN: *** – ** – ***
    SPOUSE SSN: *** – ** – ***
    Married Filing Joint
    1040
    20182405
    Jun.12, 2018
    $0.00
    2
    P00-13-2306
    36-3608693
    WAGES, SALARIES, TIPS, ETC:…………………………………..$96,796.00
    TAXABLE INTEREST INCOME: SCH B:…………………………………..$38.00
    TAX-EXEMPT INTEREST:……………………………………………..$0.00
    ORDINARY DIVIDEND INCOME: SCH B:……………………………….$4,896.00
    QUALIFIED DIVIDENDS:………………………………………….$4,896.00
    REFUNDS OF STATE/LOCAL TAXES:……………………………………$280.00
    ALIMONY RECEIVED:………………………………………………..$0.00
    BUSINESS INCOME OR LOSS (Schedule C):………………………………$0.00
    BUSINESS INCOME OR LOSS: SCH C PER COMPUTER:………………………..$0.00
    CAPITAL GAIN OR LOSS: (Schedule D):……………………………$-3,000.00
    CAPITAL GAINS OR LOSS: SCH D PER COMPUTER:……………………..$-3,000.00
    OTHER GAINS OR LOSSES (Form 4797):…………………………………$0.00
    TOTAL IRA DISTRIBUTIONS:………………………………………….$0.00
    TAXABLE IRA DISTRIBUTIONS:………………………………………..$0.00
    TOTAL PENSIONS AND ANNUITIES:……………………………………..$0.00
    TAXABLE PENSION/ANNUITY AMOUNT:……………………………………$0.00
    RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E):……………………….$0.00
    RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER:……………$0.00
    RENT/ROYALTY INCOME/LOSS PER COMPUTER:……………………………..$0.00
    ESTATE/TRUST INCOME/LOSS PER COMPUTER:……………………………..$0.00
    PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER:………………………..$0.00
    FARM INCOME OR LOSS (Schedule F):………………………………….$0.00
    FARM INCOME OR LOSS (Schedule F) PER COMPUTER:………………………$0.00
    UNEMPLOYMENT COMPENSATION:………………………………………..$0.00
    TOTAL SOCIAL SECURITY BENEFITS:……………………………….$50,748.00
    TAXABLE SOCIAL SECURITY BENEFITS:……………………………..$43,136.00
    TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER:………………….$43,135.00
    OTHER INCOME:……………………………………………….$53,100.00
    SCHEDULE EIC SE INCOME PER COMPUTER:……………………………….$0.00
    SCHEDULE EIC EARNED INCOME PER COMPUTER:……………………………$0.00
    SCH EIC DISQUALIFIED INC COMPUTER:…………………………………$0.00
    TOTAL INCOME:………………………………………………$195,246.00
    TOTAL INCOME PER COMPUTER:…………………………………..$195,246.00
    Adjustments to Income
    EDUCATOR EXPENSES:……………………………………………….$0.00
    EDUCATOR EXPENSES PER COMPUTER:……………………………………$0.00
    RESERVIST AND OTHER BUSINESS EXPENSE:………………………………$0.00
    HEALTH SAVINGS ACCT DEDUCTION:…………………………………….$0.00

    HEALTH SAVINGS ACCT DEDUCTION PER COMPTR:…………………………..$0.00
    MOVING EXPENSES: F3903:…………………………………………..$0.00
    SELF EMPLOYMENT TAX DEDUCTION:…………………………………….$0.00
    SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER:…………………………$0.00
    SELF EMPLOYMENT TAX DEDUCTION VERIFIED:…………………………….$0.00
    KEOGH/SEP CONTRIBUTION DEDUCTION:………………………………….$0.00
    SELF-EMP HEALTH INS DEDUCTION:…………………………………….$0.00
    EARLY WITHDRAWAL OF SAVINGS PENALTY:……………………………….$0.00
    ALIMONY PAID SSN:…………………………………………………….
    ALIMONY PAID:……………………………………………………$0.00
    IRA DEDUCTION:…………………………………………………..$0.00
    IRA DEDUCTION PER COMPUTER:……………………………………….$0.00
    STUDENT LOAN INTEREST DEDUCTION:…………………………………..$0.00
    STUDENT LOAN INTEREST DEDUCTION PER COMPUTER:……………………….$0.00
    STUDENT LOAN INTEREST DEDUCTION VERIFIED:…………………………..$0.00
    TUITION AND FEES DEDUCTION:……………………………………….$0.00
    TUITION AND FEES DEDUCTION PER COMPUTER:……………………………$0.00
    DOMESTIC PRODUCTION ACTIVITIES DEDUCTION:…………………………..$0.00
    DOMESTIC PRODUCTION ACTIVITIES DEDUCTION PER COMPUTER:……………….$0.00
    OTHER ADJUSTMENTS:……………………………………………….$0.00
    ARCHER MSA DEDUCTION:…………………………………………….$0.00
    ARCHER MSA DEDUCTION PER COMPUTER:…………………………………$0.00
    TOTAL ADJUSTMENTS:……………………………………………….$0.00
    TOTAL ADJUSTMENTS PER COMPUTER:……………………………………$0.00
    ADJUSTED GROSS INCOME:………………………………………$195,246.00
    ADJUSTED GROSS INCOME PER COMPUTER:…………………………..$195,246.00
    Tax and Credits
    65-OR-OVER:……………………………………………………….YES
    BLIND:…………………………………………………………….NO
    SPOUSE 65-OR-OVER:…………………………………………………YES
    SPOUSE BLIND:………………………………………………………NO
    STANDARD DEDUCTION PER COMPUTER:…………………………………..$0.00
    ADDITIONAL STANDARD DEDUCTION PER COMPUTER:…………………………$0.00
    TAX TABLE INCOME PER COMPUTER:……………………………….$146,799.00
    EXEMPTION AMOUNT PER COMPUTER:…………………………………$8,100.00
    TAXABLE INCOME:…………………………………………….$138,699.00
    TAXABLE INCOME PER COMPUTER:…………………………………$138,699.00
    TOTAL POSITIVE INCOME PER COMPUTER:…………………………..$198,245.00
    TENTATIVE TAX:………………………………………………$25,662.00
    TENTATIVE TAX PER COMPUTER:…………………………………..$25,662.00
    FORM 8814 ADDITIONAL TAX AMOUNT:…………………………………..$0.00
    TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER:…………………$14,668.40
    FORM 6251 ALTERNATIVE MINIMUM TAX:……………………………..$1,288.00
    FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER:………………….$1,288.00
    FOREIGN TAX CREDIT:………………………………………………$0.00
    FOREIGN TAX CREDIT PER COMPUTER:…………………………………..$0.00
    FOREIGN INCOME EXCLUSION PER COMPUTER:……………………………..$0.00
    FOREIGN INCOME EXCLUSION TAX PER COMPUTER:………………………….$0.00
    EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT:………………….$0.00
    EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT:………….$0.00
    CHILD & DEPENDENT CARE CREDIT:…………………………………….$0.00
    CHILD & DEPENDENT CARE CREDIT PER COMPUTER:…………………………$0.00
    CREDIT FOR ELDERLY AND DISABLED:…………………………………..$0.00
    CREDIT FOR ELDERLY AND DISABLED PER COMPUTER:……………………….$0.00
    EDUCATION CREDIT:………………………………………………..$0.00
    EDUCATION CREDIT PER COMPUTER:…………………………………….$0.00
    GROSS EDUCATION CREDIT PER COMPUTER:……………………………….$0.00
    RETIREMENT SAVINGS CNTRB CREDIT:…………………………………..$0.00
    RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER:……………………….$0.00
    PRIM RET SAV CNTRB: F8880 LN6A:……………………………………$0.00
    SEC RET SAV CNTRB: F8880 LN6B:…………………………………….$0.00
    TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR:………………….$0.00
    RESIDENTIAL ENERGY CREDIT:………………………………………..$0.00
    RESIDENTIAL ENERGY CREDIT PER COMPUTER:…………………………….$0.00
    CHILD TAX CREDIT:………………………………………………..$0.00
    CHILD TAX CREDIT PER COMPUTER:…………………………………….$0.00
    ADOPTION CREDIT: F8839:…………………………………………..$0.00
    ADOPTION CREDIT PER COMPUTER:……………………………………..$0.00
    FORM 8396 MORTGAGE CERTIFICATE CREDIT:……………………………..$0.00
    FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER:………………….$0.00
    F3800, F8801 AND OTHER CREDIT AMOUNT:………………………………$0.00
    FORM 3800 GENERAL BUSINESS CREDITS:………………………………..$0.00
    FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER:…………………….$0.00
    PRIOR YR MIN TAX CREDIT: F8801:……………………………………$0.00
    PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER:………………………..$0.00
    F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT:…………………………$0.00
    F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER:……………………$0.00
    F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT:………………………$0.00
    F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER:…………………$0.00
    OTHER CREDITS:…………………………………………………..$0.00
    TOTAL CREDITS:…………………………………………………..$0.00
    TOTAL CREDITS PER COMPUTER:……………………………………….$0.00
    INCOME TAX AFTER CREDITS PER COMPUTER:…………………………$26,950.00
    Other Taxes
    SE TAX:…………………………………………………………$0.00
    SE TAX PER COMPUTER:……………………………………………..$0.00
    SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS:…………………$0.00

    SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER:……..$0.00
    TAX ON QUALIFIED PLANS F5329 (PR):…………………………………$0.00
    TAX ON QUALIFIED PLANS F5329 PER COMPUTER:………………………….$0.00
    IRAF TAX PER COMPUTER:……………………………………………$0.00
    TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER:………………….$26,950.00
    IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER:…………………..$26,950.00
    OTHER TAXES PER COMPUTER:…………………………………………$0.00
    UNPAID FICA ON REPORTED TIPS:……………………………………..$0.00
    OTHER TAXES:…………………………………………………….$0.00
    RECAPTURE TAX: F8611:…………………………………………….$0.00
    HOUSEHOLD EMPLOYMENT TAXES:……………………………………….$0.00
    HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER:……………………………$0.00
    HEALTH CARE RESPONSIBILITY PENALTY:………………………………..$0.00
    HEALTH CARE RESPONSIBILITY PENALTY VERIFIED:………………………..$0.00
    HEALTH COVERAGE RECAPTURE: F8885:………………………………….$0.00
    RECAPTURE TAXES:…………………………………………………$0.00
    TOTAL ASSESSMENT PER COMPUTER:………………………………..$26,950.00
    TOTAL TAX LIABILITY TP FIGURES:……………………………….$26,950.00
    TOTAL TAX LIABILITY TP FIGURES PER COMPUTER:……………………$26,950.00
    Payments
    FEDERAL INCOME TAX WITHHELD:………………………………….$18,905.00
    HEALTH CARE: INDIVIDUAL RESPONSIBILITY:…………………………….$0.00
    HEALTH CARE FULL-YEAR COVERAGE INDICATOR:………………………………1
    ESTIMATED TAX PAYMENTS:……………………………………….$8,000.00
    OTHER PAYMENT CREDIT:…………………………………………….$0.00
    REFUNDABLE EDUCATION CREDIT:………………………………………$0.00
    REFUNDABLE EDUCATION CREDIT PER COMPUTER:…………………………..$0.00
    REFUNDABLE EDUCATION CREDIT VERIFIED:………………………………$0.00
    EARNED INCOME CREDIT:…………………………………………….$0.00
    EARNED INCOME CREDIT PER COMPUTER:…………………………………$0.00
    EARNED INCOME CREDIT NONTAXABLE COMBAT PAY:…………………………$0.00
    SCHEDULE 8812 NONTAXABLE COMBAT PAY:……………………………….$0.00
    EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD:…………………………$0.00
    SCHEDULE 8812 TOT SS/MEDICARE WITHHELD:…………………………….$0.00
    SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT:………………………….$0.00
    SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER:………………$0.00
    SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED:………………….$0.00
    AMOUNT PAID WITH FORM 4868:……………………………………….$0.00
    FORM 2439 REGULATED INVESTMENT COMPANY CREDIT:………………………$0.00
    FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS:………………………….$0.00
    FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER:………………$0.00
    HEALTH COVERAGE TX CR: F8885:……………………………………..$0.00
    PREMIUM TAX CREDIT AMOUNT:………………………………………..$0.00
    PREMIUM TAX CREDIT VERIFIED AMOUNT:………………………………..$0.00
    PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:…………………..$0.00
    SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:…………………$0.00
    FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT:……………………….$0.00
    FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER:…………….$0.00
    SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER:……………………….$0.00
    SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2):……………………$0.00
    FORM 2439 AND OTHER CREDITS:………………………………………$0.00
    TOTAL PAYMENTS:……………………………………………..$26,905.00
    TOTAL PAYMENTS PER COMPUTER:………………………………….$26,905.00
    Refund or Amount Owed
    AMOUNT YOU OWE:…………………………………………………$45.00
    APPLIED TO NEXT YEAR’S ESTIMATED TAX:………………………………$0.00
    ESTIMATED TAX PENALTY:……………………………………………$0.00
    TAX ON INCOME LESS STATE REFUND PER COMPUTER:……………………….$0.00
    BAL DUE/OVER PYMT USING TP FIG PER COMPUTER:……………………….$45.00
    BAL DUE/OVER PYMT USING COMPUTER FIGURES:………………………….$45.00
    FORM 8888 TOTAL REFUND PER COMPUTER:……………………………….$0.00
    Third Party Designee
    THIRD PARTY DESIGNEE ID NUMBER:……………………………………31012
    AUTHORIZATION INDICATOR:……………………………………………..1
    THIRD PARTY DESIGNEE NAME:…………………………….LYNN A DOHERTY CPA
    Schedule A–Itemized Deductions
    MEDICAL/DENTAL
    MEDICAL AND DENTAL EXPENSES:………………………………………$0.00
    ADJUSTED GROSS INCOME PERCENTAGE:………………………………….$0.00
    ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 10 PERCENT:…………….$0.00
    ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 7.5 PERCENT:……….$14,643.00
    NET MEDICAL DEDUCTION:……………………………………………$0.00
    NET MEDICAL DEDUCTION PER COMPUTER:………………………………..$0.00
    TAXES PAID
    STATE AND LOCAL INCOME TAXES:………………………………….$5,515.00
    INCOME TAX OR GENERAL SALES TAX:…………………………… Income Taxes
    REAL ESTATE TAXES:…………………………………………..$14,639.00
    PERSONAL PROPERTY TAXES:………………………………………….$0.00
    OTHER TAXES AMOUNT:………………………………………………$0.00

    SCH A TAX DEDUCTIONS:………………………………………..$20,154.00
    SCH A TAX PER COMPUTER:………………………………………$20,154.00
    INTEREST PAID
    MORTGAGE INTEREST (FINANCIAL):…………………………………$5,978.00
    MORTGAGE INTEREST (INDIVIDUAL):……………………………………$0.00
    DEDUCTIBLE POINTS:……………………………………………….$0.00
    QUALIFIED MORTGAGE INSURANCE PREMIUMS:……………………………..$0.00
    DEDUCTIBLE INVESTMENT INTEREST:……………………………………$0.00
    TOTAL INTEREST DEDUCTION:……………………………………..$5,978.00
    TOTAL INTEREST DEDUCTION PER COMPUTER:………………………….$5,978.00
    CHARITABLE CONTRIBUTIONS
    CASH CONTRIBUTIONS:…………………………………………..$4,096.00
    OTHER THAN CASH: Form 8283:……………………………………..$493.00
    CARRYOVER FROM PRIOR YEAR:………………………………………..$0.00
    SCH A TOTAL CONTRIBUTIONS:…………………………………….$4,589.00
    SCH A TOTAL CONTRIBUTIONS PER COMPUTER:…………………………$4,589.00
    CASUALTY AND THEFT LOSS
    CASUALTY OR THEFT LOSS:…………………………………………..$0.00
    JOBS AND MISCELLANEOUS
    UNREIMBURSED EMPLOYEE EXPENSE AMOUNT:…………………………..$5,496.00
    TOTAL LIMITED MISC EXPENSES:………………………………….$21,631.00
    NET LIMITED MISC DEDUCTION:…………………………………..$17,726.00
    NET LIMITED MISC DEDUCTION PER COMPUTER:……………………….$17,727.00
    OTHER MISCELLANEOUS
    OTHER THAN GAMBLING AMOUNT:……………………………………….$0.00
    OTHER MISC DEDUCTIONS:……………………………………………$0.00
    TOTAL ITEMIZED DEDUCTIONS
    TOTAL ITEMIZED DEDUCTIONS:……………………………………$48,447.00
    TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:………………………..$48,447.00
    RECOMPUTED TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:………………$49,310.00
    ELECT ITEMIZED DEDUCTION INDICATOR:…………………………………….
    SCH A ITEMIZED PERCENTAGE PER COMPUTER:…………………………….$0.00
    Interest and Dividends
    GROSS SCHEDULE B INTEREST:……………………………………….$38.00
    TAXABLE INTEREST INCOME:…………………………………………$38.00
    EXCLUDABLE SAVINGS FROM BOND INT:………………………………….$0.00
    GROSS SCHEDULE B DIVIDENDS:……………………………………$4,896.00
    DIVIDEND INCOME:……………………………………………..$4,896.00
    FOREIGN ACCOUNTS IND:……………………………………………….No
    REQUIRED TO FILE FINCEN FORM 114:…………………………………..None
    Schedule D–Capital Gains and Losses
    SHORT TERM CAPITAL GAINS AND LOSSES
    SHORT TERM BASIS NO ADJUSTMENTS SALE AMOUNT:………………………..$0.00
    SHORT TERM BASIS NO ADJUSTMENTS COST AMOUNT:………………………..$0.00
    SHORT TERM BASIS SALE AMOUNT:……………………………………..$0.00
    SHORT TERM BASIS COST AMOUNT:……………………………………..$0.00
    SHORT TERM BASIS ADJUSTMENTS:……………………………………..$0.00
    SHORT TERM NO BASIS SALE AMOUNT:…………………………………..$0.00
    SHORT TERM NO BASIS COST AMOUNT:…………………………………..$0.00
    SHORT TERM NO BASIS ADJUSTMENTS:…………………………………..$0.00
    SHORT TERM NO 1099B SALE AMOUNT:…………………………………..$0.00
    SHORT TERM NO 1099B COST AMOUNT:…………………………………..$0.00
    SHORT TERM NO 1099B ADJUSTMENTS:…………………………………..$0.00
    SHORT TERM SCHEDULE K-1 AMOUNT:……………………………………$0.00
    NET SHORT-TERM GAIN/LOSS:…………………………………………$0.00
    LONG TERM CAPITAL GAINS AND LOSSES
    LONG TERM BASIS NO ADJUSTMENTS SALE AMOUNT:…………………………$0.00
    LONG TERM BASIS NO ADJUSTMENTS COST AMOUNT:…………………………$0.00
    LONG TERM BASIS SALE AMOUNT:………………………………………$0.00
    LONG TERM BASIS COST AMOUNT:………………………………………$0.00
    LONG TERM BASIS ADJUSTMENTS:………………………………………$0.00
    LONG TERM NO BASIS SALE AMOUNT:………………………………$115,242.00
    LONG TERM NO BASIS COST AMOUNT:………………………………$145,461.00
    LONG TERM NO BASIS ADJUSTMENTS:……………………………………$0.00
    LONG TERM NO 1099B SALE AMOUNT:……………………………………$0.00
    LONG TERM NO 1099B COST AMOUNT:……………………………………$0.00
    LONG TERM NO 1099B ADJUSTMENTS:……………………………………$0.00
    LONG TERM SCHEDULE K-1 AMOUNT:…………………………………….$0.00
    CAPITAL GAIN DISTRIBUTIONS (PR):…………………………………..$0.00
    NET LONG-TERM GAIN/LOSS:…………………………………….$-30,219.00

    TAX COMPUTATION USING MAXIMUM CAPITAL GAINS RATES
    28% RATE GAIN:…………………………………………………..$0.00
    UNRECAPTURED SECT: 1250 GAIN:……………………………………..$0.00
    SCH D 15% TAX CMPTR:……………………………………………$734.40
    CAPITAL GAINS LESS INVEST INCOME PER COMPUTER:………………………$0.00
    CAP GAINS TENTATIVE AMT PER COMPUTER (1):……………………….$4,896.00
    CAP GAINS TAX AMT PER COMPUTER (1):……………………………$24,928.24
    CAP GAINS TENTATIVE AMT PER COMPUTER (2):…………………………..$0.00
    CAP GAINS TAX AMT PER COMPUTER (5):………………………………..$0.00
    CAP GAINS TAX AMT PER COMPUTER (6):………………………………..$0.00
    SCHEDULE D TAX PER COMPUTER:………………………………….$25,662.64
    Form 4684–Casualties and Thefts
    GROSS CASUALTY AND THEFT LOSS:…………………………………$5,400.00
    CASUALTY THEFT LOSS PERCENTAGE PER COMPUTER:……………………$19,524.00
    TOTAL CASUALTY THEFT LOSS PER COMPUTER:…………………………….$0.00
    Form 6251–Alternative Minimum Tax-Individuals
    MEDICAL AND DENTAL:………………………………………………$0.00
    CERTAIN HOME MORTGAGE INTEREST:……………………………………$0.00
    INVESTMENT INTEREST EXPENSE:…………………………………….$-38.00
    DEPLETION:………………………………………………………$0.00
    NET OPERATING LOSS DEDUCTION:……………………………………..$0.00
    TAX EXMT INT FROM PRIV ACT BONDS:………………………………….$0.00
    QUALIFIED SMALL BUSINESS STOCK:……………………………………$0.00
    INCENTIVE STOCK OPTIONS:………………………………………….$0.00
    ESTATE/TRUST BENEFICIARIES:……………………………………….$0.00
    ELECTING LARGE PARTNERSHIPS:………………………………………$0.00
    ADJUSTED GAIN OR LOSS:……………………………………………$0.00
    DEPRECIATION OF PROPERTY:…………………………………………$0.00
    PASSIVE ACTIVITY LOSS:……………………………………………$0.00
    LOSS LIMITATIONS:………………………………………………..$0.00
    CIRCULATION COSTS:……………………………………………….$0.00
    LONG TERM CONTRACTS:……………………………………………..$0.00
    MINING COSTS:……………………………………………………$0.00
    RESEARCH AND EXPERIMENTAL COSTS:…………………………………..$0.00
    INSTALLMENT SALES INCOME:…………………………………………$0.00
    INTANGIBLE DRILLING COSTS:………………………………………..$0.00
    OTHER:………………………………………………………….$0.00
    ALT TAX NET OPERATING LOSS:……………………………………….$0.00
    ALT MINIMUM TAX FOREIGN TAX CR:……………………………………$0.00
    Form 8863 – Education Credits (Hope and Lifetime Learning Credits)
    PART III – ALLOWABLE EDUCATION CREDITS
    GROSS EDUCATION CR PER COMPUTER:…………………………………..$0.00
    TOTAL EDUCATION CREDIT AMOUNT:…………………………………….$0.00
    TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER:…………………………$0.00
    This Product Contains Sensitive Taxpayer Data

  10. Ronald L.

    Hi, I have been collecting spousal benefits since 2015.
    You have been deducting from those benefits since I still work full time. Everything I read tells me that should not be. I am 69 years old and my new benefits still show a deduction of $135.40. Am I reading this wrong?

    • Ray F.

      Hello Ronald. Under current law, everyone working in covered employment or self-employment regardless of age or eligibility for benefits must pay Social Security and Medicare taxes.
      Also, everyone must pay a premium for Medicare Part B coverage. If you receive Social Security benefits, we will automatically deduct the Part B premium from your monthly payments. The standard –Medicare– Part B premium amount in 2018 is $134 (or higher depending on your income).
      If you need further assistance, please call our toll free number at 1-800-772-1213, Monday through Friday, between 7 a.m. and 7 p.m. Thanks!

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