TERRE HAUTE — When it comes to Social Security benefits, you may be wondering who must pay taxes on them and who does not. Let’s look at the numbers.
If you file a federal tax return as an “individual” and your total income is more than $25,000, then the answer for you is yes: you’ll have to pay federal taxes on your benefits. If you file a joint return and you and your spouse have a total income more than $32,000, you’ll be expected to pay federal taxes as well. If your taxable income is below those thresholds, there is no need to pay taxes on your Social Security benefits.
If you need to pay taxes on a portion of your benefits, you will need your SSA-1099. This form shows the total amount of benefits received in the previous year and is used to find out whether any benefits are subject to tax. You will need to submit it when you complete your federal income tax return.
You already should have received your SSA-1099 for tax year 2009 in the mail — they were automatically mailed to all beneficiaries by Jan. 31. If you receive Social Security and have not yet received a Form SSA-1099 for 2009, you can request a replacement at www.socialsecurity.gov/onlineservices. Or you can call Social Security’s toll-free number, 1-800-772-1213 (TTY, 1-800-325-0778) and ask for a replacement SSA-1099 to be mailed to you.
If you would like more information about paying taxes on your Social Security benefits, visit www.irs.gov and read Publication Number 915, Social Security and Equivalent Railroad Retirement Benefits. You also can call the Internal Revenue Service toll-free at 1-800-829-3676 (TTY, 1-800-829-4059).
Seniors
Social Security: To tax or not tax: A SS question
- Seniors
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New definition places more seniors in poverty category
A Terre Haute woman in her mid-80s is a very good example of why a new Census Bureau measure reveals more seniors living in poverty.
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Wabash Senior Center planning trips for all ages
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Senior apartments complex opening this month
Dozens of Terre Haute-area seniors are lining up for the newly constructed Park Place apartments on the city’s south side.
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Social Security: Beat the holiday rush: Go online
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Protect yourself from Social Security number fraud
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Dine with a Doc Tuesday, Wednesday
Senior Education Ministries, Inc. has scheduled Dine with a Doc on Tuesday and Wednesday.
- Senior Menu: Nov. 29-Dec. 3
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Social Security: Open season for Medicare program
When you think of November, you may imagine such things as turkey dinners, family gatherings, or the start of the holiday shopping season.
But newly entitled and current Medicare beneficiaries who are considering changes to their Medicare Part D Prescription Drug plan might think of November as the time for thinking about Medicare. -
Social Security offers many benefits, wealth of info for veterans
On this Thursday we honor our nation’s veterans for their service to America.
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‘60 Plus’ group, conservative alternative to AARP, seeking to expand in Indiana
The chairman of a senior advocacy group hopes to tap into a concern over national health care to gain new members in Indiana.
James L. Martin said he started The 60 Plus Association in 1992 “as a competitor with the AARP [American Association of Retired Persons]. We are for limited government and are more right of center philosophically. The AARP is a more liberal philosophy. They sell a lot of products, we don’t. We’re hawking limited government and less taxes.” -
Planning to move? Don’t forget to contact Social Security
Moving can be hectic. Some studies show that relocating is one of the greatest stresses we face in our lives. Whether you are moving nearby or across the country, don’t forget Social Security if you are a beneficiary.
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Agency hoping for Foundation grant
Terre Haute resident Mary Baker owns an automobile, but says she can’t drive it to Indianapolis to seek medical attention.
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Groups need senior transportation info
There is a need in Vigo and surrounding counties for transportation services for medical purposes to Indianapolis, and there is a need for door-to-door evening transportation for seniors.
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Dine with a Doc at Senior Center
Senior Education Ministries, Inc. has scheduled Dine with a Doc from 11 a.m. to 1 p.m. Wednesday at the Wabash Senior Citizen’s Center at 300 S. 5th St. in Terre Haute.
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Social Security: Ensure retirement, disability, survivors protection for farm workers
If you’re a farm worker, it’s likely that you’re busy right now.
The spring planting season has ended, but the farm work has only begun. - Senior Menu: June 24, 2010
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Parkinson’s support group meeting Friday at Westminster Village
The Parkinson’s support group will meet Friday at Westminster Village, 1120 E. Davis Drive, Terre Haute.
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SOCIAL SECURITY: People agree, applying for Medicare online is quick, easy
We’ve been telling people how quick and easy it is to apply for Medicare benefits online – even if you’re not ready to apply for retirement benefits.
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SOCIAL SECURITY: SS helps survivors of fallen service members
Families of fallen military service members bear significant burdens from the loss of their loved one. Lives are changed forever. Aside from the emotional devastation, the financial hardships placed on such families can be difficult. Often, if a death occurs, a two-income household must make do with one income.
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SOCIAL SECURITY: Attention students: Are you ready for your summer jobs?
Summer is right around the corner. Now is the time to plan for that summer job you really want.
Whether you find the perfect outdoor job at a summer camp or the local golf course, or you get to practice your people skills in retail, fast food or an amusement park, one thing’s for sure: Nothing’s better than having fun this summer while earning a few extra dollars. -
SOCIAL SECURITY: New 'twist' in law may help your mom
Mom has always been there to nurture and take care of you. Mother’s Day is the perfect time to give back and look out for her. If she’s having a hard time paying for her prescription drugs, tell her about the Medicare Prescription Drug Plan and the extra help available through Social Security.
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SOCIAL SECURITY: Call SS toll-free anytime
Telephones certainly have made our lives easier. Have you ever thought about what your life would be like without your cell phone? Now imagine life without telephones at all.
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SOCIAL SECURITY: Here's to a green planet in retirement
Social Security has been practicing environmental stewardship since long before “going green” was a fashionable catch-phrase.
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SOCIAL SECURITY: Ticket to Work offers free support services
Millions of disabled and blind Americans receive monthly Social Security or Supplemental Security Income payments. Some receive both. Most also have help in paying medical bills from Medicare or Medicaid.
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SOCIAL SECURITY: Most convenient SS office is online
You probably don’t need anyone to tell you that times are tough for many people right now. The past year has seen a recession-driven increase in applications for Social Security retirement and disability benefit applications. These increases translate into busier offices and telephone lines.
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Social Security has rich history full of facts
When you think of Social Security, you probably think about a monthly payment for retired and disabled workers. But Social Security has a rich history full of interesting facts.
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SOCIAL SECURITY: SS shares March reminders
Time goes by so quickly, it can be easy to forget important deadlines and even easier to let critical items fall to the nether regions of your to-do list. Whether you get to everything or not, time marches on — so we’d like to share some March reminders with you.
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SOCIAL SECURITY: SS launches Open Government page
In support of President Barack Obama’s Transparency and Open Government initiative, Social Security has launched a new Open Government Web page.
- Social Security: Been thinking about Medicare Part B? If you are covered under Medicare Part A but originally opted not to apply for Medicare Part B, now’s your opportunity to enroll in Part B. The general enrollment period runs from Jan. 1 through March 31.
- Social Security showcases history in 75th year What you may not have realized when you rang in 2010 was that you also were ringing in the 75th anniversary of Social Security.
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