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The Savings Game: How to deduct repayment to Social Security
Q: I was told that I received an overpayment of Social Security benefits. A: You should be receiving a tax form SSA-1099 in January 2026 with a negative amount in box 5. See IRS Publication 915 which ...
Question: I have put off doing my taxes until now, and I just found out that I may have to pay federal taxes on part of my Social Security benefit. Is this true? Answer: If you file a federal tax ...
Readers of my column know that IRA expert Ed Slott and his colleagues are among my major sources on the topic of retirement accounts. It’s their business to be up to date on the latest regulations, ...
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