1042S Social Security Benefit statement

[helow]

Good morning,

Wife is a Green Card holder from Canada. Her husband, US citizen died in 2012. They lived in VA and had three children, all born in the US. She filed the 2012 taxes as MFJ. On June 2013, she moved to Canada with the kids and stayed there until june 2014 and thereafter returned to the US and settled in OH. 

 

She has received SSA-1042S for 2013 but the kids received SSA-1099.  She also has received a Statement of Survivor Annuity Paid.

 

I have no experience with this and would like yat all?

2) She spent six months in VA and six months in Canada. Does she need to file with VA State, for both 2013 and 2014?

3) Where do I need to report the payment of Statement of Survivor Annuity Paid ?

 

 

I have no experience with this s and would appreciate for your help with the above questions. 

 

Thank you and happy new year to you.

 

Helow

[TaxMan60601]

Hi there.

More info needed. Try these

 

2) She spent six months in VA and six months in Canada. Does she need to file with VA State, for both 2013 and 2014? - http://www.tax.virginia.gov/site.cfm?alias=FilingRequirements

3) Where do I need to report the payment of Statement of Survivor Annuity Paid ? - http://apps.opm.gov/tax_calc/index.cfm

http://www.irs.gov/pub/irs-pdf/p721.pdf- seems like whether the annuity reported on Form CSF 1099R is taxable or not it depends on whether and/or how long ago the beneficiary got retired.

 

Hope this could be of any help.