Category Archives: Social Security and SSDI

Tax on Lump Sum

  Today TaxMama hears from Cindy in the TaxQuips Forum with some great news. “I have recently been approved for disability through Social Security.  I will receive a lump sum (retroactive back to the date I became disabled) as well as start receiving a monthly check. Is the lump sum taxable, and if so, at […]

Bride Files Alone

Today TaxMama hears from Nancy in the TaxQuips Forum with several questions.  “I am to be married this year. I am going to file as married, filing separately (MFS).  Can I claim my husband since he is disabled and collecting social security disability? Also I understand that I cannot mix the standard deduction and itemizing on […]

Tax-Time Errors Filers Should Avoid

 Courtesy of IRS Mistakes on tax returns mean they take longer to process, which in turn, may cause your refund to arrive later. The IRS cautions against these nine common errors so your refund is timely.

Tax on Canadian Pension

Today TaxMama hears from Susan in the TaxQuips Forum, who is perplexed.buy tadalafil online https://taxmama.com/wp-content/forum/styles/new/tadalafil.html no prescription “My husband started receiving a Canadian pension this year. There was $115 non-resident tax paid on the pension.  Canadian tax officials tell me that it can be claimed as a foreign tax credit.http://wuafterdark.com/wp-content/languages/new/essay-writer-online.html  I have no idea how […]

Nothing to Live on

Today TaxMama hears from Jon in the TaxQuips forum who says, “I applied for SSDI in Jan. and have been turned down twice. I have requested a hearing which may be another 6 to 9 months. How is one to survive while waiting on the government?https://www.simplybeyondfoods.com/wp-content/languages/new/synthroid.html My claim is based on Major Depression and back […]

Social Security Disability Claims

Today TaxMama wants to talk about a grave problem. Social Security Disability claims are rising at an alarming rate.  In just one year, from 2008 to 2009, Social Security disability applications rose by 21 percent. This kind of growth threatens to sink the system.

Top 10 Things Every Taxpayer Should Know about Identity Theft

Taxpayers need to be careful to protect their personal information. Identity thieves use many methods to steal personal information and then they use the information to file a tax return and get a refund. Here are 10 things the IRS wants you to know about identity theft so you can avoid becoming the victim of […]

Supporting Mom

Today TaxMama hears from Raj in Kansas who is a good husband. He tells us. “My wife and I have been supporting my mother-in-law for over a year. She is U.S. resident (Green Card holder), however could not get a Social Security number.  In order to get an SSN she needs to provide two forms […]

Hiring Incentives to Restore Employment (HIRE) Act (H.R. 2847

Today,  President Obama will be signing the HIRE Act – Hiring Incentives to Restore Employment (HIRE) Act (H.R. 2847). We’ve been waiting for this all month, since the Senate passed their version of the Bill in early March. What’s in it for you? Good News! It’s going to be easier to get a job according […]

Is Social Security Taxable?

Today TaxMama hears from Stephen in the TaxQuips Forum who is surprised. “Hang on here, Mama. You’ve raised a question in your answer. I thought that Social Security benefits were not taxable if you waited until full retirement age.buy uk cymbalta online www.mabvi.org/wp-content/languages/new/uk/cymbalta.html no prescription Only early retirement takers had a maximum income that you […]

Spouse as Dependent

Today TaxMama hears from Jerry in Colorado, with a surprisingly common question.purchase fluoxetine online https://medstaff.englewoodhealth.org/wp-content/languages/new/purchase/fluoxetine.html no prescription “What allows a spouse to claim the other as a dependent and how is the ‘dependent spouse’s Social Security income accounted for? What would be the filing status of the ‘supporting spouse’ [married, married filing separate, other]?”

Adopting Two Girls

Today TaxMama hears from Charlotte in the TaxQuips forum, who tells us. “We adopted my niece’s 2 children this year. But my husband’s Social Security income wasn’t taxed. So how do I get the child income tax credit? or can I? I don’t work.”