Social Security Changes!

What? They are idiots!

I’m with @notrichenough.

That’s funny@notrichenough. Pathetically funny :(|) Our tax dollars at work.

NNNNNNNNNNNOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO . . . .

I’m glad I’m providing all of your laughs for the day. >:P

I spoke to my accountant and he assured me that there’s a place on the tax forms to indicate that I paid back the benefit. Apparently this sort of thing is not uncommon. 8-}

We’ll see. Stay tuned.

Well, it sounds like your accountant will handle it without you getting too worked up about the matter. As others have said, I’m sure this happens much more often than it should.

Sounds like maybe you won’t need any more assistance, but to follow up, what used to happen many years ago when a congressperson received an complaint/inquiry from a constituent about a federal agency is that their staff attached a copy of the constituent letter to their own letter saying essentially “keep me informed about what’s happened here”. When those congressional inquiries made it through the agencies mailroom, they were attached to the persons file, and a special colored tag was put on it, and it was moved to the top of whatever pile someone was working on. The situation would be acted upon, and the agency wrote back to the Congressperson to tell them the resolution of the issue.

I’m not sure what happens today with electronic files and others modern advances, but its got to be a similar process.

Doing some googling suggests that your accountant is right about being able to simply rectify it on you tax return. That makes sense. I’m sure this happens quite a bit.

Very interesting development.

SS told me yesterday that I could expect to receive my new 1099 within 30 business days.

I just got a call from my Senator’s office. The nice lady told me she spoke to her contact at SSA, “Steve in Boston,”* and I should get my new 1099 in a week.

Holy cow. If the Senator’s office was able to pull strings, I’ll be dazzled.

Why doesn’t everyone contact their Senator?

@dadx: Thanks again for the suggestion.

  • "Jake from State Farm," anyone? ;)

Does Steve wear khakis?

Hell, he could work naked for all I care. As long as I get my correct corrected 1099!!

We’ve handled similar kinds of situations a number of times before on tax returns, and never had a problem. Getting the corrected 1099 is great, but there is a solid, reliable way to handle it even if you didn’t.

So, if I ever get in this mess or similar- do I call my state representative or state/federal senator?

I emailed both my Congressman (my Representative in the House of Representatives) and one of my federal Senators. The Congressman sent me back a form to complete but I have printer issues. The Senator had a staff member call and I dealt with her.

I wouldn’t bother with anyone on the state level; they don’t have influence with the federal agencies.

H needs to apply for Medicare part A and B. He will turn 65 in April. With all the collective wisdom on this thread- would applying online be best? How do they take out the money for part B if he does not take SS yet? Any other things I did not think of?

They bill him.

Yes, online is best and easiest.

Assuming he doesn’t have employer-provided coverage, he will need to find a Medicare Supplement policy as well.

@VeryHappy thank you. (He will have BC/BS FEP from me for the supplement.) Do you know if they have a direct withdrawal from a bank account for part B billing?

H has his Medicare B premium taken automatically from his federal pension. That is the easiest for us. They also offered to do auto debit from his checking or savings acct or bull us for several months at a time. I have no idea what we will do when I turn 65-- will have to see what options there are.

Yes, they can do a direct withdrawal from your bank account.

Those with Federal pension and health care, why do you sign up for Part B? Isn’t that a double charge? Am I missing something about Part B that Federal Health does not have?

H and I are belt and suspenders folks. H had folks who had health conditions and ended up very grateful for the dual coverages. FEHB covers some things Medicare B doesn’t and vice versatile. We can comfortably afford both premiums and prefer not to be shocked by medicsl financial bills. Maybe having both is excessive, but it helps us sleep well at night.

I compared the web page on BC/BS FEP plan and it looks like Part B covers a lot that BC/BS does not.