Get Your Benefit Statement Online As Tax Day Approaches
The Benefit Statement, also known as the Social Security 1099 or 1042S , is a tax form that we mail in January to people who receive Social Security benefits. If your clients misplaced or did not receive it, they can get a copy of their SSA-1099 or SSA-1042S right now with their personal mySocial Security account at www.ssa.gov/myaccount.
Keep in mind that Social Security benefits may be taxable. Please visit www.ssa.gov/benefits/retirement/planner/taxes.html to learn more.
Increased Security = Satisfied Users
As of June 10, 2017, we use a second wayeither a cell phone number or e-mail addressto identifymySocial Security account holders when they register and sign in to their account. This is in addition to the first layer of security, a username and password. We take the responsibility of protecting whats important to you and your clients seriously, and this added security measure is a vital part of keeping that information more safe and secure.
Since this new enhancement went into effect, over 382,000 new users have created amySocial Security account and registered their cell phone number or e-mail address. Out of the more than 30 million accounts created since May 2012, almost 2.9 million users have enhanced their security. Based on our online survey, customers agree that its easy to sign in to their account, and dont have concerns about their account security.
We also upgraded the look and feel ofmySocial Security. Now, the portal automatically adjusts to the size of the screen and device being used such as a tablet, smart phone, or computer. No matter what device you choose, you have full, easy-to-use access to your personalmySocial Security.
How Can I Communicate With My Local Hearing Office
Date: December 14, 2021
You must have a scheduled hearing to enter a hearing office. You can communicate with your local hearing office by telephone, fax, and e-Fax.
Via telephone:
Our hearing office employees continue to answer our general inquiry lines during regular business hours for local hearing offices and can help you with the following matters:
- Confirming your availability for a hearing
- Confirming your agreement to a telephone or online video hearing
- Updating your records to ensure we have the appropriate telephone number and address and
- Providing status for your pending case.
You can find your local hearing office phone number by accessing our Hearing Office Locator.
Via fax or e-Fax:
Claimants and representatives can send us documents by fax machine or by their own e-fax solution. Sending documents to us via fax delivers a secure, electronic copy to the specific hearing offices designated email inbox. To submit documents electronically via fax, simply use the toll-free fax number with area code 833 assigned to the servicing hearing office. You can find your local hearing office phone number by accessing our Hearing Office Locator.
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Social Security Number Rules For The First And Second Stimulus Checks
The eligibility rules differ for the third stimulus check and the first and second stimulus checks.
If you are not married and filing taxes as head of household, you must have an SSN to get the first and second stimulus checks.
If you are married filing jointly, only the spouse with the SSN will receive the first and second stimulus check. The exception to this rule is if one of you is in the military, then you are both eligible for both stimulus checks, even if one of you has an ITIN and one of you has an SSN.
Previously, for the first stimulus check, both spouses needed to have SSNs. If you were denied your first stimulus payment because both you and your spouse did not have SSNs, you can claim both the first and second stimulus checks as the Recovery Rebate Tax Credit on your 2020 tax return. See the chart and examples below for further explanation of how this works.
Your childrens status does not affect your eligibility if you meet the other requirements. However, you will only get the additional payment for dependents $500 or $600 for children who have an SSN or Adoption Taxpayer Identification Number , not an ITIN. A child must be related to you , under the age of 17, live with you for over half the year, have a Social Security number, and be claimed as your dependent.
Example:
John and Mary are married and filed their taxes jointly. Mary has an SSN and John does not. . Since the SSN rule change is retroactive, when she and John file their 2020 tax return.
Advance Designation: Choose A Representative Payee For Social Security To Consider Before You May Need One
The future can be uncertain. However, Social Securitys Advance Designation program can help put your clients in control of their benefits if a time comes when they need a representative payee to help manage their money. Advance Designation enables them to identify up to three people, in priority order, whom they would like to serve as their potential representative payee.
The following people may choose an Advance Designation:
- Adults applying for benefits who do not have a representative payee.
- Adults receiving Social Security benefits or Supplemental Security Income payments who do not have a representative payee.
- Emancipated minors applying for benefits who do not have a representative payee.
- Emancipated minors receiving Social Security benefits or SSI payments who do not have a representative payee.
If your clients fall into one of the above categories, they may provide and update Advance Designation information when they:
- File a claim for benefits online.
- Use the application available in your personal mySocial Security account.
Your clients may also change their Advance Designation, including the priority order, at any time while they are still capable of making their own decisions. In the event that they can no longer make their own decisions, your clients and their family will have peace of mind knowing they already chose someone they trust to manage their benefits.
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Here Are Some Questions And Answers Around This New Stimulus Payment:
If I didnt file taxes in 2019/2020 will I receive the stimulus ? Unlike the first stimulus payment where those who didnt need to file a tax return could update the IRS non-filer tool, this time around due to the speed of roll-out of the second stimulus check and with tax season around the corner the IRS has said the non-filer tool is closed for updates. The IRS will be using information they have as of Nov 21, 2020 or from your first stimulus check payment . Otherwise they are encouraging you to the stimulus by filing a 2020 1040 or 1040-SR tax return. Free tax software programs can be used by people who are not normally required to file tax returns but are eligible to claim the credit.
How will I get paid? Like the first stimulus payment in 2020, the IRS will facilitate payment of these checks based on your 2019 tax information. You will also get the dependent stimulus payment for eligible dependents claimed on your tax return. For other groups who dont file taxes the IRS will work with other government departments or the Get My Payment tool. Direct deposit will still be the fastest way to get your payment.
Dependents in 2020? Households who added dependents in 2020 might not qualify for full payments immediately, since based on 2019 tax return information. But they can request additional money as part of the 2020 tax returns they will file in early 2021. See more in this articles for dependent qualification income thresholds.
Information Regarding Economic Impact Payments For Social Security And Ssi Beneficiaries With Representative Payees And People Living In Us Territories
The Social Security Administration issued an update today about COVID-19 Economic Impact Payments to certain groups of Social Security and Supplemental Security Income beneficiaries. Beneficiaries who have their regular monthly payments managed for them by another person, called a representative payee, will begin receiving their EIPs from the IRS in late May.
Special rules apply to beneficiaries living in the U.S. territories: American Samoa, Guam, Puerto Rico, the Northern Mariana Islands, and the U.S. Virgin Islands. In general, the tax authority in each territory, not the IRS, will pay the EIP to eligible residents based on information the IRS will provide to the territories. It is anticipated that beneficiaries in the territories could begin receiving their EIP in early June.
The Social Security Administration has been working with the IRS to provide the necessary information about Social Security and SSI beneficiaries in order to automate and expedite their Economic Impact Payments, said Andrew Saul, Commissioner of Social Security. While millions of our beneficiaries have already received their EIPs from the IRS, we continue to work hard for those beneficiaries who are awaiting their payment from the IRS.
For additional information about payments to beneficiaries with representative payees, please refer to .
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Free Up Your Time To Stay Healthy With Mysocial Security
We observed Mens Health Week from June 10 to 16. Its important to make time for things that help us stay healthy and happy spending time with people we care about, exercise, and recreation. Opening a mySocial Security account online can help save time. Our online services make doing business with us fast and easy, freeing up your clients schedule.
With a mySocial Security account, you and your clients can:
- Get a letter with proof of benefits, if currently receiving them.
- Get an estimate of future benefits, if still working.
- Keep track of earnings and verify them every year.
- Manage benefits.
- Request a replacement Social Security card, if meeting certain criteria.
Remember, your clients can easily share all of our online resources on social media. Tell friends and family to check out the features we offer at www.ssa.gov/myaccount.
Top Five Fraud And Scam Prevention Tools
Knowledge is power and having the right tools to fight fraud can make a huge difference. Knowledge can also help your clients protect their loved ones. We put together a list of the five most important resources about Social Security scams everyone should know about:
- Read and share our fact sheet Beware of Social Security Phone Scams to learn how to spot fake calls and emails at www.ssa.gov/fraud/assets/materials/EN-05-10535.pdf.
- Visit our Office of the Inspector Generals Scam Awareness page at oig.ssa.gov/scam for information on phone scams and how to report them.
- Read our blog post at blog.ssa.gov/protecting-your-social-security-number-from-identity-theft to learn about Social Security number identity theft protection.
- Create a personal mySocial Security account at www.ssa.gov/myaccount to help your clients keep track of their earnings records and identify any suspicious activity.
- Visit our Fraud Prevention and Reporting page at www.ssa.gov/fraud to understand how we combat fraud.
Please share these resources about scams with your clients.
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Medicare Advantage Open Enrollment
Please let your clients know that Medicare Advantage enrollees can switch from one Medicare Advantage plan to another from January 1 through March 31 at www.Medicare.gov.
Your clients can also learn more about how Social Security and Medicare interact at www.ssa.gov/benefits/medicare, where they can also sign up for Medicare & Extra Help.
A New Mysocial Security Feature Your Clients Can Access Today
Theres never been a better time to open or access your mySocial Security account. Let your clients know that mySocial Security is their online gateway to Social Security and weve recently added a feature.
The Message Center in all mySocial Security accounts now allows you to opt out of getting agency notices by mail that are available online. These notices include the annual cost-of-living adjustments and the income-related monthly adjustment amount increases. The Message Center is a secure, convenient portal where your clients can receive sensitive communications we dont send through email or text. Please note that unless your clients opt out of receiving notices by mail, they will receive both mailed and online notices.
All mySocial Security account holders will still be able to:
- request a replacement Social Security card
- check the status of their Social Security application
- set up or change direct deposit information, and
- get a proof of income letter, change their address, and more.
Let your clients know they can plan for their future and manage their present with a mySocial Security account today at www.socialsecurity.gov/myaccount.
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How Do I Get It
- The stimulus payments will be processed by the IRS.
- If you have already filed a 2019 tax return, you will get the stimulus payment automatically. You will receive it in the same form as your tax refund. If you requested direct deposit, then the stimulus will be direct deposited. If you requested a paper check, then the stimulus will be mailed to the same address on your 2019 tax return.
- If you entered your information into the IRS non-filer portal earlier in 2020, you will get the stimulus payment automatically. You do not have to do anything.
- If you receive one of the following benefits, you will get the stimulus payment automatically. You do not have to do anything.
- Social Security
A Push For More Stimulus
To help those on Social Security get through, TSCL is not only calling on Washington for help, but theyre asking the public to add their names to a public petition. The petition reads:
I want Social Security recipients to receive a $1,400 emergency stimulus check to cope during this unprecedented inflationary year. Social Security benefits are one of the few types of income in retirement adjusted for inflation. But soaring inflation has taken a toll on household finances of retired and disabled Social Security recipients. In 2021, Social Security benefits increased by just 1.3%, raising the average benefit by only about $20 a month. But about 86% of Social Security recipients surveyed say their expenses increased by much more than that amount.
As one of the many supporters of TSCL who reside in your constituency, I strongly urge you that now is the time that you must support an emergency $1,400 stimulus check to Social Security recipients.
Given the fight currently raging over President Joe Bidens Build Back Better plan and whats going to happen to the debt ceiling, no one expects Congress to approve a fourth round of stimulus checks for senior citizens this year. Still, the hope is that as public sentiment grows, Congress will take notice and address the issue next year.
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Will Lawmakers Provide A Fourth Stimulus Check
Dozens of lawmakers have pushed for recurring stimulus payments this year.
Meanwhile, the Biden administration has focused on advancing the infrastructure bill and a larger social spending plan.
The reality of any Congressional action is slim, as both the House and Senate only have a little more than two weeks left in session for 2021.
Social Security Safeguards Our Most Vulnerable Citizens
Disability benefits offer a financial lifeline when people are struck by a serious medical condition that affects their ability to perform substantial gainful activity in the workforce on a sustained basis. Benefits are for medical conditions that are expected to last at least one year or to result in death. The Social Security and Supplemental Security Income disability programs are the largest of several federal programs that provide assistance to people with disabilities. Our friends, family members, and neighbors, including wounded warriors and the chronically ill, rely on these vital programs:
- Social Security Disability Insurance pays benefits to you and certain members of your family if you are “insured,” meaning that you worked long enough and paid Social Security taxes.
- Supplemental Security Income pays benefits based on financial need.
Your clients can learn more about Social Security disability benefits at: www.socialsecurity.gov/disability and SSI at www.socialsecurity.gov/ssi.
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Rd Stimulus Check For Seniors On Social Security
The $ 1.9 trillion coronavirus assistance plan includes a third round of $ 1,400 stimulus payments, adding to the $ 600 check already approved by congress in december 2020, and adding to $ 2,000. Millions of seniors who didnt file a 2019 or 2020 tax return have already started receiving their third stimulus checks.
Stimulus checks and seniors regulations for retirees
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Is It True That As Of October 29 2021 That Supplemental Security Income Recipients Can File A Reconsideration Request For A Non
Date: December 9, 2021
Payment at the Protected Payment Level
Yes, effective October 29, 2021, if you request reconsideration of a change in payment for non-medical reasons within 60 days of receiving a letter about the change in payment, you will continue to receive payment at the previous payment level until a new determination is made, unless you ask not to receive continued payment. Therefore, if you file a reconsideration request within 10 days of receipt of a letter, there will be no change in your payment. If you file a reconsideration request more than 10 days after receipt of a letter, your payment may change temporarily, but we will restart the previous payment amount once we receive and enter your reconsideration request, and you will receive that amount until we decide your reconsideration request. Remember, SSA presumes that you receive a letter five days after the date on the letter unless you provide evidence that it took longer than five days. You can file an appeal by taking one of the following actions.
Online at SSA.gov
The quickest and easiest way to file an appeal is online at our Appeal a Decision page. Select Reconsideration and then the Request Non-Medical Reconsideration button. Follow the instructions on the screens to complete and submit the appeal electronically.
Send Us a Form by Mail
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