作者: G Buckner 摘要: The general rule that applies to anyone filing for benefits is that there is no retroactivity if an individual files for Social Security before reaching 'full retirement age.' DOI: urn:uuid:86e1012e07c1a310VgnVCM100000d7c1a8c0RCRD 年份: 2012 收藏...
"Under the current rules, once you reach your full retirement age, you are able to file for your Social Security benefits, but request that such benefit notactuallybe paid," said Jeffrey Levine, a certified public accountant and IRA technical consultant atEd Slott & Company. "By doing so, y...
doi:urn:uuid:86e1012e07c1a310VgnVCM100000d7c1a8c0RCRDThe general rule that applies to anyone filing for benefits is that there is no retroactivity if an individual files for Social Security before reaching 'full retirement age.'Gail BucknerFox Business...
Self-employed individuals have to pay Social Security and Medicare taxes through their individual income tax returns. By filing a return and paying the associated taxes, you report your income so that you may qualify for Social Security retirement and disability benefits and Medicare benefits when yo...
Another IRS-backed program,Tax Counseling for the Elderly (TCE)funds nonprofit and community efforts that provide free tax preparation for filers 60 and older. Trained volunteers will help prepare simple returns and can answer retirement-related questions. (Some locations also offer self-filing options...
摘要: The article discusses the impact on the changes in social security strategy to the retirement planning of the Americans driven by the growing number of financial planners in the U.S. It highlights the delay of retirement planning process due to the increase of lifetime benefits for the ...
Make sure your name matches your Social Security number on tax forms to avoid e-file rejections. Double-check that your dependents' full names and SSNs match IRS records. If you claim a dependent already claimed on another return, or you'll need to resolve it with the IRS. You must supp...
File and suspend was aSocial Securityclaiming strategy that allowed married couples offull retirement ageto receivespousal benefitsand delay retirement credits at the same time. It was ended as of May 1, 2016, by the Bipartisan Budget Act of 2015, signed on Nov. 2, 2015, by President Obama,...
Direct File will also cover a wider range of tax situations for the 2025 tax year, including Retirement Savings Contribution Credits and 1099 forms for interest income greater than $1,500.7 The 2025 process also will support claims for the Child and Dependent Care Credit, Premium Tax Credit, an...
A record of yourretirement account contributions If you plan to itemize deductions, rather than take the standard deduction, these are the records most commonly needed: Property taxes and mortgage interest paid. This typically appears onForm 1098, Mortgage Interest Statement, which you will receive ...