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how to fill out social security form

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When should I apply for Social Security?

When and how to apply The Social Security Administration recommends that you apply for benefits three months before you want to start receiving checks. This will give you enough time to make sure you have all the needed information to complete the application.

How to start SSA benefits?

You can use the online application to apply for disability benefits if you:Are age 18 or older.Are not currently receiving benefits on your own Social Security record.Are unable to work because of a medical condition that is expected to last at least 12 months or result in death; andHave not been denied for disability in the last 60 days.

How to start SSI benefits?

To do this, start by creating a mySocialSecurity account online. Within your account, you’ll see your Social Security statements, which will include your estimated benefit amount based on your real earnings throughout your career. If you plan to retire soon, knowing how much of your income will come from Social Security is critical.

How to start getting Social Security benefits?

These include:Your date and place of birthYour Social Security numberIf you are not a United States citizen,you will need your permanent resident card numberName of current spouse and the name of any prior spouse (if you were married for more than 10 years or if the marriage ended in death). …More items…

What is SSA 3369 BK?

Properly filling out the Social Security Work History Report Form (SSA-3369-BK) is crucial to your Social Security disability case. Paulette Balin describes how the Social Security Administration reviews these reports and details how you can strengthen your case.

How many listings are there on a disability form?

I’m going to keep this real simple. This form has 10 listings for job titles. So what you do is you list the job titles that you’ve had in the last 15 years before the onset date of disability. Keep it simple. Don’t use fancy terms like managers and supervisors. If you were a foreman with a crew, and you were out there digging ditches, and getting physically very demanding jobs, don’t bill yourself as a foreman, manager, or supervisor, especially if you didn’t have the ability to hire and fire people.

What is composite job?

I want to briefly mention that some jobs are what are called “composite jobs.” A composite job is where one performed significant elements of two different occupations. Again, I want you to talk about the more physically demanding aspects of that job, because as you’ll find out at the fourth step of the sequential evaluation, if you can go back to your past job, anything you did in the last 15 years at what is called an SGA level, Social Security is going to turn down your case. I encourage you to carefully fill out this form and then call us. We’re here to answer your questions and we’re here to help you win your case.

How long do you stand for in a job?

Again, the more physically demanding your job was, the easier it is to win. But again, consistent with the truth. Some days you may have only stood for a couple hours, and other days, you may have stood for six hours. Work with the most demanding of days.

What to talk about in lifting and carrying section?

In the Lifting and Carrying section, you want to talk about the most you lifted. If you worked as a clerk at a store, but you were also in charge of receiving boxes of things and putting it in the warehouse, I want you to talk about that. Talk about how much weight you lifted. Again, the more physically demanding the job, the easier it’s going to be.

How many hours can I walk for Social Security?

Work with the most demanding of days. You can put a range that I walked anywhere from two to six hours, but put the six hours in. Don’t minimize it because it really translates into a whole different series of questions that Social Security then has to address. It’s my job as an attorney to try to win the case.

Why is it important to remember the last 15 years of Social Security?

That 15 year window is really, really important because if you did a job 16 years ago, Social Security shouldn’t be considering the physical and mental demands of that job.

What is the onset date of disability?

Question 10 says "Enter the date you became unable to work because of your illness, injuries, or conditions." This date is called your alleged onset date, the date that you claim your disability began. The onset date is important and will affect how much backpay (retroactive benefits) you will receive if you claim is approved. The earlier your onset date, the more backpay you’ll get. (For more information, see our articles about disability back payments .)

What to do if you have never thought about disability?

If you have never thought about when you became disabled, sit down with a calendar or talk with friends or family to jog your memory about the history of your disability. For example, it may be that you were diagnosed with fibromyalgia in October 2009 while you were still employed, but the illness worsened over time and resulted in some poor job performance. Friends and family may be able to help you remember when the illness impaired your ability to work, and that would be your onset date.

How to describe your health condition?

Don’t exaggerate your conditions, but do be thorough. Make your answers are detailed enough to describe all of your illnesses or conditions and how each affects your ability to work. For example, an applicant who writes, "I can’t work because of my bad back," is going to have less likelihood of success than one who writes, "I have degenerative disc disease, and it has gotten so severe that I can’t walk well anymore. I have trouble standing more than 30 minutes at a time and have great difficulty walking up stairs."

What form do I need to apply for disability?

If you apply for Social Security disability insurance (SSDI) benefits, one of the main forms you’ll need to fill out is the Application for Disability Insurance Benefits, Form SSA-16-BK. If you apply online, you’ll just answer questions in an online interview and Social Security will fill out the form for you.

What information can help you determine your onset date?

Another source of information that can help you establish your onset date is treatment providers (the doctors and hospitals you’ve visited). If you became disabled while you were seeing a medical provider, requesting and reviewing those medical records may help you pinpoint your onset date.

How many questions are asked on Form SSA-16-BK?

Form SSA-16-BK consists of 33 questions. Many of them are routine, like your address, the names of your past employers, the names of your spouse and children, and information that will let the Social Security Administration (SSA) determine whether there are other federal benefits that you might be entitled to. Here’s a sample of a filled-out SSDI application.

Where do you attach a paper to answer a question on Social Security?

If you run out of space in the few lines that Social Security gives you to answer this question, continue your answer in the "Remarks" section on page 5 of the application , or attach a separate sheet of paper with your complete answer.

What Is Form SSA-44?

Form SSA-44 is a form provided by the Social Security Administration (SSA) that you can use to apply for a reduction in your IRMAA. If you’ve been notified that your premiums for either Medicare part B or prescription drug coverage include an IRMAA, then you can fill out and submit this form if you experience a life-changing event that reduces your income.

What is Medicare Part B?

When you enroll in Medicare part B, the premiums you pay are partially dependent on your income. If your income is above a certain threshold, you’ll have to pay higher premiums; this higher premium amount is known as your income-related monthly adjustment amount (IRMAA). However, incomes can change from year to year, …

How to determine if I have to pay an IRMAA?

This would be the case if your income is above a certain threshold. You can determine if you have to pay an IRMAA by calculating your modified adjusted gross income (MAGI). Your MAGI is your adjusted gross income (line 37 on your IRS form 1040) plus your tax-exempt interest income (line 8b on your 1040). You can use the following tables to determine if your MAGI is large enough to require an IRMAA from you. You can also see if your reduction in income would warrant a change in your IRMAA.

What is the SSA 44 form?

You should fill out Form SSA-44 if you experience any life-changing event that reduces your income. Life-changing events that qualify are marriage, divorce, death of a spouse, work stoppage, work reduction, loss of income-producing property, loss of pension income and employer settlement payment. If you experience more than one of these events in succession, don’t fill out this form. Instead, contact the SSA at 1-800-772-1213.

Why is it important to have a retirement plan?

That’s why having a solid retirement plan in place is so important. SmartAsset’s retirement calculator can help you figure out how much you’ll need to retire comfortably.

How to fill out SSA-44?

There are five steps to filling out Form SSA-44. The first step is indicating which life-changing event you experienced and the date that it occurred. The second step is titled Reduction in Income. You’ll need to write the tax year of your life-changing event, your adjusted gross income for that year, your tax-exempt interest income for that year, and your tax filing status. You can pull both income figures from your IRS Form 1040.

Where to submit SSA 44?

How to Submit Form SSA-44. To submit your completed form, you can either mail the form and your documentation to your local Social Security office or you can take it in person. The benefit of visiting an office in person is that you can show your documents to an SSA employee instead of mailing them to the office and being without them …

What is needed to file for disability?

Along with the usual personal data (such as birth certificate and employment and earnings records), you’ll need to provide extensive documentation of your medical history and treatment and file an Adult Disability Report. The SSDI process also includes an interview, in person or by phone. You’ll find detailed information in Social Security’s Adult Disability Starter Kit.

How to apply for survivor benefits?

To apply for survivor benefits, make sure you have: 1 The Social Security number and death certificate of the late wage earner on whose record you are applying. 2 Your Social Security number and those of any dependent children. 3 Your birth certificate or an acceptable religious record of your birth (such as a baptismal certificate). 4 Your marriage certificate (and divorce papers if filing as a former spouse ). 5 Tax records documenting your earnings.

How to apply for Social Security benefits in person?

You can do that by phone at 800-772-1213, Monday through Friday, 8 a.m. to 7 p.m. ET. To apply for Social Security of any kind while living abroad, contact the nearest U.S. embassy or consulate.

What line do you enter tips on 1040?

Complete Form 4137 if you received cash and charge tips of $20 or more in a calendar month and didn’t report all of those tips to your employer. On the dotted line next to line 6, enter "Tax on Tips," and the amount of tax due (from Form 4137, line 13). Be sure to include this tax in the total for line 6. Attach to Form 1040-SS the completed Form 4137.

How to file extension for 1040-SS?

If you got an automatic extension of time to file Form 1040-SS by filing Form 4868 or by making a payment, enter the amount of the payment or any amount you paid with Form 4868. If you paid by credit or debit card, don’t include on line 12 the convenience fee you were charged. On the dotted line next to line 12, enter "Form 4868" and show the amount paid.

How long do you have to file a 4868?

If you can’t file your return within the automatic 2-month extension period, in most cases you can get an additional 4 months to file your return, for a total of 6 months. File Form 4868 by the extended due date allowed by the 2-month extension (June 15, 2021, for calendar year taxpayers).

What is virtual currency?

Virtual currency is a digital representation of value, other than a representation of the U.S. dollar or a foreign currency ("real currency"), that functions as a unit of account, a store of value, or a medium of exchange. Some virtual currencies are convertible, which means that they have an equivalent value in real currency or act as a substitute for real currency. The IRS uses the term "virtual currency" to describe the various types of convertible virtual currency that are used as a medium of exchange, such as digital currency and cryptocurrency. Regardless of the label applied, if a particular asset has the characteristics of virtual currency, it will be treated as virtual currency for Federal income tax purposes.

How long do you have to live apart from your spouse?

You meet all of the following conditions. You lived apart from your spouse for the last 6 months of 2020. Temporary absences for special circumstances, such as business, medical care, school, or military service, count as time lived in the home. You file a separate return from your spouse.

What happens if you file a joint tax return?

If you file a joint return, both you and your spouse generally are responsible for the tax and any interest or penalties due on the return. This means that if one spouse doesn’t pay the tax due, the other may have to.

How long can you file taxes after a disaster?

Certain taxpayers affected by federally declared disasters may be eligible for an automatic 60-day extension for filing returns, paying taxes, and performing other tasks required by the IRS. For more information, see Pub. 547.

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