Edward Posted April 6, 2010 Report Share Posted April 6, 2010 Have client(in her 80's) who has been receiving Civil Svc 1099R with Code 4 - does she qualify for the Govt Retiree Credit on Sch M. I haven't been filing tax returns for her as she is below the filing requirements. In reading the instructins for "Govt Retiree Credit (page M-1) says "you may have received an economic recovery payment if you received............or pension benefits - this is a pension benefit, so I figure she should be elibible for the $250.00 credit? Will this work? Thanks... Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted April 6, 2010 Report Share Posted April 6, 2010 Does she draw social security? taxbilly Quote Link to comment Share on other sites More sharing options...
Edward Posted April 6, 2010 Author Report Share Posted April 6, 2010 No Social Security - If she had then it would have been easy to track down such payments. She is in her 80's and I'm certain that when her husband was active that they wern't witholding social security. I was thinking that in view of the last sentence under GOVT RETIREE CREDIT - 2009 Instructions for Sch M (or pension benefits) that she would qualify for the 250. credit, right? Thanks Quote Link to comment Share on other sites More sharing options...
grandmabee Posted April 6, 2010 Report Share Posted April 6, 2010 No Social Security - If she had then it would have been easy to track down such payments. She is in her 80's and I'm certain that when her husband was active that they wern't witholding social security. I was thinking that in view of the last sentence under GOVT RETIREE CREDIT - 2009 Instructions for Sch M (or pension benefits) that she would qualify for the 250. credit, right? Thanks I think so too Quote Link to comment Share on other sites More sharing options...
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