Taxes
Get Your Social Security Benefit Statement (SSA-1099)
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Tax season is here, and we’ve made replacing your annual Benefit Statement easier. There’s no need to wait on the phone or make an appointment to visit a Social Security office. The Social Security Benefit Statement is also known as the SSA-1099 or the SSA-1042S. It is a tax form we mail to you every […]
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With IRS Direct File, Many Taxpayers Can File Taxes Online for Free
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The federal government has many critical responsibilities— protecting the planet; keeping our roads, skies, and food safe; and ensuring that Americans get the benefits they paid into for decades. The money to pay for all those things – and many more essential parts of American life – is collected by the IRS. But the tax […]
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There’s Still Time! Claim Your 2021 Child Tax Credit
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Thanks to the American Rescue Plan, the Child Tax Credit was increased and expanded for 2021. Most families are eligible to receive the credit for their children. For families with qualifying children who did not turn 18 before the start of this year, the 2021 Child Tax Credit is worth $3,000 to $3,600 per child, […]
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Tax Season: What To Know If You Get Social Security or Supplemental Security Income
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It’s tax season once again. It’s important to read this blog even if your earnings or benefits don’t require you to file a federal tax return. You may be entitled to special tax credits that can mean extra cash to help you with expenses. These tax credits are available even if you receive Supplemental Security […]
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How the Saver’s Credit Can Help You Save for Retirement
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Saving for retirement can be difficult in the best of times, but even harder during a pandemic and challenging economy. An underutilized tax credit, known as the Saver’s Credit, may be able to make it easier. In a nutshell, the Saver’s Credit is a tax credit that is intended to promote retirement savings among people […]
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Get Your Social Security Benefit Statement
Reading Time: 1 Minute
Tax season is approaching, and we have made replacing your annual Benefit Statement even easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in […]
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