Elrod Posted March 31, 2014 Report Share Posted March 31, 2014 5 Quote Link to comment Share on other sites More sharing options...
mrichman333 Posted March 31, 2014 Report Share Posted March 31, 2014 LOL Quote Link to comment Share on other sites More sharing options...
Carolbeck Posted April 1, 2014 Report Share Posted April 1, 2014 I have a client that I just finished and found out she owes quite a bit! Retired last year due to have (2) Open Heart Surgeries! Age 69 and received $28K in SSA (along with her half year W2 and 1099R's) with NO Withholding. Normally she has enough in withholding and itemized deductions to receive a refund. I am so afraid to call her (with her heart condition) and explain again that SSA IS Taxable (even at her age) if you go over the AGI threshhold. Not looking forward to calling her. Quote Link to comment Share on other sites More sharing options...
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