How to Get Your Social Security Tax Documents Online

Tags

,


USA Today reported on February 1st that the “Social Security Administration is kicking off a service that allows recipients to instantly view a replacement SSA-1099 online at http://www.socialsecurity.gov. The tax filer could print out that form and use it to prepare taxes. Form SSA-1099 is sent in January to those receiving Social Security benefits. It shows total benefits received for the previous year and is needed to file taxes.” Unfortunately, USA Today did not provide the precise website address…so I went looking on SSA’s website for you.

Here are Social Security’s online instructions for how to get your Form SSA-1099 on ssa.gov is the following address: https://faq.ssa.gov/ics/support/kbanswer.asp?deptID=34019&task=knowledge&questionID=3706.  You have to use your mySocial Security account, and if you do not have one yet, you have to create one here:  https://secure.ssa.gov/RIL/SiView.do.  If you already have an account, you simply have to login and follow the instructions.

You may also do one of the following if you do not have access to a computer:

  • Calling Social Security at 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m.; or
  • Contacting your local Social Security office.

You can find USA Today‘s original story here: http://www.usatoday.com/story/money/2015/02/01/social-security-baby-boomers/22613747/

CNNMoney – ‘I was overpaid by Social Security’

Tags


NEW YORK (CNNMoney)

Americans dealing with injuries, mental illnesses and other impairments are being notified out of the blue that they’ve been overpaid by the Social Security Administration and now owe thousands of dollars.

One 33-year-old veteran began receiving Social Security disability payments after his left foot was amputated following an explosion in Iraq in 2007. After going through rehab for his prosthetic leg, he began working full-time for a defense contractor in 2009. As soon as he started collecting a paycheck, the veteran, who asked to remain anonymous, reported his roughly $100,000 annual salary to the Social Security Administration.

Read the rest of the story at its source:  http://money.cnn.com/2013/10/28/pf/social-security-overpaid/

What is “Equipoise”?

Tags


Veterans often ask me what the term “equipoise” means. You will often see the term in decisions from the Board of Veterans Appeals (BVA) and the Court of Appeals for Veterans Claims (the CAVC, or Veteran’s Court). “Equipoise” is actually a word that is defined in the one of the federal statutes governing VA claims, 38 U.S.C. § 5107(b). It describes a presumption that the VA must give to the Veteran when the evidence on a given fact is evenly balanced (i.e., a 50/50 split proving one side or the other of a given fact).

The law states, “When there is an approximate balance of positive and negative evidence regarding any issue material to the determination of a matter, the Secretary shall give the benefit of the doubt to the claimant.” So, when the information in a veterans claim file is equal enough to either prove or disprove a particular fact, the Secretary is required by law to reach the conclusion which is more favorable to the Veteran. This does not mean that any evidence will put an issue into equipoise. On the contrary, equipoise only exists when there is equal evidence on either side of a particular issue.

For example, all things being equal, if two doctors each give differing opinions on medical nexus (connection of a disability to an in service event or injury), then the VA must conclude that the nexus exists in favor of service connection. Of course, the VA will often distinguish the doctors’ opinions, and try to show that the doctor who stated that there was no connection should be followed. This may be error, because the doctors may be equally credentialed, have both examined the Veteran and reviewed her or his entire claim file, therefore putting them more on equal footing than the VA claims.

The concept of equipoise can be a very powerful tool for Veterans to use in their claims for service connected compensation and pension with the Department of Veterans Affairs.

Follow

Get every new post delivered to your Inbox.

Join 37 other followers