Social Security Tax Season Reminders




It’s Not Too Late for a Little Tax Planning


Tax season is right around the corner. Here are some Social Security tax tips from the Social Security Administration (SSA) that may help you.

  • If your total income, including Social Security, is $25,000 as an individual or $32,000 as a couple filing jointly, you’ll need to pay tax on some of your benefits.
  • If you get Social Security and don’t receive your 1099 from us by the end of January, request one at www. ssa. gov/1099.
  • Have children? Your child needs a Social Security Number to be claimed on your tax return. Learn more about getting one at www.ssa. gov/ssnumber.
  • You’ll want to let Social Security know if you changed your name in the past year, due to marriage, divorce, or any other reason.
  • Check your W-2s and tax paperwork to make sure your name and Social Security number are correct.

About ksindell

Kathleen Sindell, Ph.D. is the author of numerous academic, popular, and professional finance articles, Web sites, proposals, and books. This includes the bestselling reference book, "Investing Online for Dummies, Eds 1-5" (listed for two consecutive years on the Wall Street Journal's Bestselling Business Book List). Her most recent book "Social Security: Maximize your Benefits" has been listed in Amazon's Top 100 Bestselling Retirement Planning Books. It is important to note that "Social Security: Maximize Your Benefits, 2nd Edition" was just released. Sindell has an in-depth understanding of the financial services industry and has held Series 7, 63, and 65 licenses. Dr. Sindell is regularly tapped as a financial services expert on ABC World News, The Nightly Business Report, and at popular online and print outlets. Kathleen Sindell, Ph.D. is a member of the Board of Directors for the Financial Planning Association, National Capital Area (FPA NCA), is on the Editorial Advisory Panel of the Journal of Financial Planning, and is Co-Chair of the Metro Washington Financial Planning Day. Sindell is a Course Chair II, CFP Program Academic Officer, and adjunct full-professor at the University of Maryland, UMUC, School of Undergraduate Studies. Contact Information: or 703-299-1700
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