Tax Form SSA-1099 Social Security Benefit Explained || Is My Social Security Taxable? скачать в хорошем качестве

Tax Form SSA-1099 Social Security Benefit Explained || Is My Social Security Taxable?

If you are receiving SSA-1099 and wanted to understand what is in each box of the tax form so that you file your taxes correctly, this video will walk you through box-by-box instructions. You can skip around to the boxes that interest you, by selecting the appropriate Chapter. Timecodes: 00:00 - Intro 01:48 - How to get a copy of Social Security benefit form SSA-1099. 02:29 - Use the claim number in box 8 on SSA-1099 when contacting SSA at 1-800-772-1213. 02:43 - SS benefits in Box 3 of SSA-1099. 03:16 - Net benefits in Box 5 of SSA-1099. 03:47 - Federal income tax withholding from Social Security benefits in Box 6 of SSA-1099 and how to change it. 04:55 - Description of Amount in Box 3 on SSA-1099 for Medicare Part A, B, C, D. 05:32 - Lump-sum Social Security payments. 05:50 - When do you have to file your taxes? 07:10 - How much of your Social Security benefits are taxable? 09:00 - How much of your social security benefits are taxable if you are filing married filing separately and lived with your spouse during the year? 09:14 - Receiving social security benefits for prior year(s). Do you amend? The 15 Most Common Tax Forms in 2022 (+Infographics) article:   / 15-most-common-tax-forms-in-2022   Boost Your Tax IQ Book: shorturl.at/ijBU2 Form SSA-1099 box-by-box instructions: https://boostyourtaxiq.com/resources IRS instructions for SSA-1099 are at https://www.irs.gov/pub/irs-pdf/p915.pdf Social Security Benefits Explained Pamphlet: https://www.ssa.gov/pubs/EN-05-10035.pdf To get copy of your SSA-1099: https://faq.ssa.gov/en-US/Topic/artic... Create SSA Account: https://secure.ssa.gov/RIL/SiView.action SSA National 800 number: 1-800-772-1213 (https://www.ssa.gov/agency/contact/ph...) Withholding taxes from SSA Benefits - fill out tax Form W-4V (Voluntary Withholding Request): https://www.irs.gov/forms-pubs/about-... Different Medicare benefits taken out from SSA-1099: https://www.ssa.gov/benefits/medicare/ Lump-sum Social Security payment: https://en.as.com/en/2022/01/14/lates... Filing Requirement for 2021: https://www.thebalance.com/are-you-re... IRS - Do I need to file? Interactive Assistant: https://www.irs.gov/help/ita/do-i-nee... How much of your social security benefits are taxable?: https://www.ssa.gov/benefits/retireme... Social Security benefits taxability when filing MFS & living with spouse: https://www.investopedia.com/articles... ——————————DISCLOSURE——————————— The information presented in this video is for informational and educational purposes only. It is not intended to render tax advice for any specific situation. Those needing assistance with a specific situation should consult with a qualified Tax Professional. The information in this video is based on current tax law and IRS regulations as of date of publication and is subject to change. #taxguide101 #akistepinska