ljwalters Posted February 18, 2016 Report Share Posted February 18, 2016 Never seen this before. Client received 3 different SSA1099 in her name. Situation: Husband died Jan 2 2015, wife received husbands final SS payment. Husband received SSA1099 money in money out Box 5 None. Simple don't use this one. Wife received 1099 for the amount she received and a separate one for the amount of husband. Both different amounts. Then she applied for her X-husbands SS Benefit which she qualified for. The third SSA 1099 seems to be amount form X-husband The three all came in clients (wife) SS# but box 8 Claim number are all different. Do I just add up all the amounts and input into the program the totals? Quote Link to comment Share on other sites More sharing options...
grandmabee Posted February 18, 2016 Report Share Posted February 18, 2016 yes Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 19, 2016 Report Share Posted February 19, 2016 Yes. Don't overthink this. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted February 19, 2016 Report Share Posted February 19, 2016 Yes, but if your anal like me, I would create a statement to go with the return, or the client copy, that shows each SSA1099 and their respective amounts. 1 Quote Link to comment Share on other sites More sharing options...
ljwalters Posted February 19, 2016 Author Report Share Posted February 19, 2016 Just realized this is all her income so no need to file. Quote Link to comment Share on other sites More sharing options...
Catherine Posted February 19, 2016 Report Share Posted February 19, 2016 14 hours ago, ljwalters said: Just realized this is all her income so no need to file. File anyway. Starts the SOL and deals with an otherwise very weird year that might lead to letters a couple of years from now when everyone involved has forgotten all the details. 2 Quote Link to comment Share on other sites More sharing options...
Roberts Posted February 20, 2016 Report Share Posted February 20, 2016 22 hours ago, Terry D said: Yes, but if your anal like me, I would create a statement to go with the return, or the client copy, that shows each SSA1099 and their respective amounts. Yep, that's one of those situations where in 3 years when someone asks - you'll never remember how you came up with that number without scrambling. An easy statement in the return that takes 2 minutes to produce and you are good. 1 Quote Link to comment Share on other sites More sharing options...
ljwalters Posted February 20, 2016 Author Report Share Posted February 20, 2016 Okay I shall file. Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 20, 2016 Report Share Posted February 20, 2016 On 02/19/2016 at 9:15 PM, Terry D said: Yes, but if your anal like me, I would create a statement to go with the return, or the client copy, that shows each SSA1099 and their respective amounts. I use the itemized list function in ATX. Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 20, 2016 Report Share Posted February 20, 2016 I keep a hard copy or every tax return and a hard copy of every document I used to prepare a return. Also notes from conversations unless they are really stupid like, "Hey, my middle initial is B. I don't know why the W-2 has R." OK, I keep those notes, too. Which may push me over the top for most anal preparer. But I can grab a file and see what happened. And it has paid off quite a bit over the years. I'd just copy the SSA-1099s and attach to my copy of the return. I would put two on a page, and the other one with the note about "the last preparer wouldn't let me deduct my church contributions" on another page. That way I also know to always do Schedule A and skip the explanation of why shy can't itemize. 3 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 20, 2016 Report Share Posted February 20, 2016 3 hours ago, RitaB said: I'd just copy the SSA-1099s and attach to my copy of the return. I would put two on a page, and the other one with the note about "the last preparer wouldn't let me deduct my church contributions" on another page. That way I also know to always do Schedule A and skip the explanation of why shy can't itemize. Glad to hear that I'm not the only one to do that. I never felt bad about charging for it if it made the client happy. Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 20, 2016 Report Share Posted February 20, 2016 10 minutes ago, kcjenkins said: Glad to hear that I'm not the only one to do that. I never felt bad about charging for it if it made the client happy. Well, I always come in under what the other preparer charged anyway, and it saves time for me. I can prepare the Sch A quicker than I can explain standard deduction vs itemized to this particular type taxpayer. Win / win. 3 Quote Link to comment Share on other sites More sharing options...
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