Death & taxes

[baboon]

Tomorrow I'm going file our income taxes. My wife always had them withheld money from her disability, so I'll be getting back $1,600.00. As nice as it will be get the money I sure would rather that she was still alive.

I finally get through to Social Security the other day. Previous I seen over 2 hours trying to get the national number, in regards to the $250.00 death benefit. After being on hold another hour they all me o call the local number. Trying to get through to them looks days of being on hold for 30 minutes the get disconnected. Finally the say a supervisor will call to make an appointment. It's been a day & a half with no stupid visor call back. I'd have better luck getting military surplus weapons as the enemy the the $250.00 that's due to me.

 

[toddnjoyce]

Disability payments should be tax free. Something doesn’t add up here.

 

[baboon]

Disability payments should be tax free. Something doesn’t add up here.

My wife always overpaid income taxes while working. When she went on disability she voluntarily had money withheld.

I think it was taught to her by her father who most likely couldn't save money.

 

[msharley]

Deepest Sympathy.....

 

[Army 1911]

Sorry for you loss and good luck with social security. Try an office in a smaller community.

 

[skfullgun]

Condolences and hopes for a positive outcome.

 

[jrbfishn]

Disability is not taxed. What you make besides that can be. They allow IIRC, up to almost $24,000 besides SSD before they tax it. That way those with disability can try to get training and overcome the disability.


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[striker55]

Sorry for your loss. I always paid more through the year, my tax return would pay my taxes.

 

[deemus]

Check into survivor SS benefits.

 

[baboon]

Check into survivor SS benefits.

My benefits are higher seeing as I worked the renfest job for 22 years along with all the years of cutting meat.

 

[deemus]

Found out some interesting information this week. Met a lady whose husband died so she went to sign up for SS survivors benefits. Since she is a former teacher drawing her teachers pension, she only gets the difference. Relatively small amount.

However, if she had NOT been drawing her teachers pension, she would have gotten a pretty large SS benefit. Weird how all that works.

 

[striker55]

Found out some interesting information this week. Met a lady whose husband died so she went to sign up for SS survivors benefits. Since she is a former teacher drawing her teachers pension, she only gets the difference. Relatively small amount.

However, if she had NOT been drawing her teachers pension, she would have gotten a pretty large SS benefit. Weird how all that works.

Maybe she needs a lawyer?

 

[deemus]

Maybe she needs a lawyer?

Nope. They have a pre-defined formula for how all that works.

Sounded like her SS benefit was the difference between the original SS benefit minus the teachers pension amount.

 

[Tnhawk]

My mother had a choice between her SS benefit and the Railroad benefit of her husband. There was a large difference.

 

[Charley]

I ALWAYS. limit my withholding, and pay $1000-$1500 when we file. Not giving those bastards an interest free loan, which is what a tax refund actually is.

 

[lightflyer1]

Nope. They have a pre-defined formula for how all that works.

Sounded like her SS benefit was the difference between the original SS benefit minus the teachers pension amount.

WEP I think it is. Only a portion of it is taxed depending on income.

Benefits Planner: Retirement | Windfall Elimination Provision (WEP) | SSA

Learn how receiving a pension from a government job may affect your retirement benefits if you did not pay Social Security taxes. This offset is referred to as the Windfall Elimination Provision, or WEP.

www.ssa.gov

My wife is subject to this as well.

 

[Texasjack]

Disability payments should be tax free. Something doesn’t add up here.

"..should be...". My wife collects SS disability and I can tell you that it's not tax free.

 

[striker55]

My wife was having trouble getting disability, a lawyer got what she deserved. And it was retroactive.

 

[lightflyer1]

My wife was having trouble getting disability, a lawyer got what she deserved. And it was retroactive.

I applied for SS disability once. Lawyer screwed the whole thing up. I handled it myself (not a lawyer but I have seen one on TV). Lawyer got what he deserved and so did I. I won my case myself.

 

[Catherine1]

Hello,

I am very sorry to read that your wife died. May she rest in peace.

If you or someone else mentioned this previously, I may have missed reading it or forgotten if I replied to you.

Take care of yourself. It all takes time.

Been there - done that myself.

I will say a prayer for you too.

Sincerely,

Catherine