Catherine Posted May 24, 2022 Report Share Posted May 24, 2022 Is it 2018 and later years? (for original returns; got a non-filer case) Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 24, 2022 Report Share Posted May 24, 2022 3 open years, so 2019, 2020, and 2021. 3 Quote Link to comment Share on other sites More sharing options...
Catherine Posted May 24, 2022 Author Report Share Posted May 24, 2022 18 hours ago, Lion EA said: 3 open years, so 2019, 2020, and 2021. I was afraid of that. Thanks, Lion. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 24, 2022 Report Share Posted May 24, 2022 Yeah, 2018 has to be mailed. 1 Quote Link to comment Share on other sites More sharing options...
KATHERINE Posted May 31, 2022 Report Share Posted May 31, 2022 I have a question: if client decides to file 2014 through out to now and report schedule C income, can he claim social security for those year even those year were old and he may not have much documents to support the income and expenses? Thank you all. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 31, 2022 Report Share Posted May 31, 2022 The SSA has their own time limits on including back payments on the tax payer's SS account. Check their website, but I think after three years the contributions are lost. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted May 31, 2022 Report Share Posted May 31, 2022 1 hour ago, KATHERINE said: I have a question: if client decides to file 2014 through out to now and report schedule C income, can he claim social security for those year even those year were old and he may not have much documents to support the income and expenses? Thank you all. 22 minutes ago, Lion EA said: The SSA has their own time limits on including back payments on the tax payer's SS account. Check their website, but I think after three years the contributions are lost. Just looked it up. 3 years, 3 months and 15 days from the end of the calendar year (April 15th of the fourth year). After that it is lost. In your client's case, only 2019 and later will be added to their SS record. I learned something new today, I assumed you would get that credit as long as you filed the returns before you filed for SS benefits. Thanks for the post. Tom Longview, TX 6 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted May 31, 2022 Report Share Posted May 31, 2022 Thanks for looking that up. (I'm in the midst of an S-corporation dealing with a SEP.) 1 Quote Link to comment Share on other sites More sharing options...
KATHERINE Posted June 1, 2022 Report Share Posted June 1, 2022 18 hours ago, BulldogTom said: Just looked it up. 3 years, 3 months and 15 days from the end of the calendar year (April 15th of the fourth year). After that it is lost. In your client's case, only 2019 and later will be added to their SS record. I learned something new today, I assumed you would get that credit as long as you filed the returns before you filed for SS benefits. Thanks for the post. Tom Longview, TX Thank you all so much! 1 Quote Link to comment Share on other sites More sharing options...
Hahn1040 Posted June 3, 2022 Report Share Posted June 3, 2022 That is very interesting to me to see. About two years ago, my brother realized that his record for 1992 was missing a W-2. He sent them a copy of the W-2 and it has been added to his record. This matters a lot to him because he was worked overseas most of his adult life and has not paid into Social Security so a W-2 for $20,000 in 1992 makes a significant difference in his record. I wonder what the difference is? Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted June 3, 2022 Report Share Posted June 3, 2022 1 hour ago, Hahn1040 said: I wonder what the difference is? I would guess that because it was W2 income rather than SE income and it was not your brother's responsibility to report it to the SSA. Tom Longview, TX 2 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.