From: Mark Bole
Newsgroups: misc.invest.financial-plan
Subject: Re: Socail Security wage report
Date: Sat, 7 Apr 2007 08:30:48 -0500
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Ernie Klein wrote:
>
> It is a SSA-1099 form. If you didn't receive it you can get a
> duplicate from SSA or simply add up the payments received in 2006.
> If you know what she received for ANY month just multiply that amount
> by 12 since SS payments didn't change during 2006 (assuming she
> received SS the entire year).
What about the Medicare Part B? Part D? Probably the max amount, but
simply adding up the deposits alone does not tell you what needs to go
on the tax form (including possible Sched. A. medical deductions).
You can call the SSA at their 800 number, and when you eventually get an
operator (just keep on saying "operator" to the
voice-recognition-menu-from-hell), and verify your identity, they can
tell you the correct box 3 and box 5 amounts from the SSA-1099.
-Mark Bole
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