About that non-eligible (for rebate) SSI

[Black Bart]

Dear Cheers,

as to SS benefits.

BTW, Bart, how is that Mo Money tax place coming along?

I, too, am still interested, but unfortunately I have heard nothing mo.

P.S. to Erchess -- No patent extant. You may proceed to use my method.

P.S. to Zee - That was a very informative SSI link. Thanks.

P.S. to Bob -- To further agree with Zee: I talked to an SSA rep yesterday and she also said that SSI is not reported to IRS and it is NOT included in the SSA-1099. She said that people are coming in asking and she's having to tell them it's not eligible for the rebate. Interestingly, she also said that SSI is actually a states-funded program, but SSA handles the applications/paperwork and U.S. Treasury writes the checks.

[ChEAr$]

You know why, right?

I had a client come in telling me that she had SS Disability and that it was not taxable....I told her all SS was taxable and proceeded to enter it and completed her return. She had a SS form but I didn't look at the form number. It had the highlighted box like any other SS form.... ???????

why she said it wasn't taxable? Because her lawyer told her that.
'nuff said.

[ChEAr$]

please clarify

I've been the payee for 3 different people on SSI and they have all gotten 1099-SSAs at the end of the year just like retired people on SS, even the kids. They look just the same; income is taxable if there is other household income that makes it taxable, like a husband's salary.

ARe you saying that the checks came to you, the recipients (minors I guess) got the
statements in their name and number, yet YOU included all income on your return?

[Zee]

ARe you saying that the checks came to you, the recipients (minors I guess) got the
statements in their name and number, yet YOU included all income on your return?

I was wondering the same thing. Are the recipients your children, and are they receiving benefits due to the death of your spouse? I'm also confuse with your statement that you've been the "payee" of three, even the children. So, is there also disabled adult involved?

[joanmcq]

No, they are not my children and I don't put the income on my return. The income gets direct deposited into a trust account, which I administer. Actually, any interest on the account IS reported under my SS, but its only about $2 so i don't worry about it. Two of the people were adults, one is a child of one of the adults. All were subject to the 'not more than $2000 of assets rule. Maybe father of the child paid into SS, and that is what he is collecting under. Mother definitely didn't pay in! I'm not payee of the mother anymore, so I don't know if she is getting a 1099. The other two definitely did/are. Mother didn't record her marriage because that would have adversely affected her benefits.

[thomtax]

Two of the people were adults, one is a child of one of the adults. All were subject to the 'not more than $2000 of assets rule. Maybe father of the child paid into SS, and that is what he is collecting under. Mother definitely didn't pay in! I'm not payee of the mother anymore, so I don't know if she is getting a 1099. The other two definitely did/are. Mother didn't record her marriage because that would have adversely affected her benefits.

This sounds like a truly convoluted situation that could get real confusing with just a little push.:-)

LT