The Social Security Benefit Statement is also known as the SSA-1099 or the SSA-1042S. It is a tax form we mail to you every January if you receive Social Security benefits. It shows the total amount ...

The SSA-44 form is an indispensable resource for Medicare beneficiaries who have encountered a significant change in their income. This form is designed to help adjust the Income-Related Monthly ...

The policy could lead to hardship for some elderly Americans, Social Security advocates say. Here's what to know.

Tax season usually brings a refund check for most workers, but if you're retired, you could wind up owing the IRS.

Importantly, retirees that owe tax on Social Security income must make quarterly estimated payments to the Internal Revenue ...

To calculate your Social Security income, the SSA uses your highest earnings over 35 years, or your average indexed monthly earnings (AIME). If you don’t have 35 years of work history, the SSA will ...

Right now, seniors pay taxes on Social Security benefits once their combined income exceeds $25,000 in the case of individuals, or $32,000 in the case of joint filers. Combined income is calculated ...

Combined income equals adjusted gross income ... portion of their benefits be withheld by submitting a Form W-4V to their local Social Security office by mail or fax. Retirees in certain states ...