Miscellaneous

My husband and I came to Florida & stayed because COVID hit. We’ve decided to homestead here and I’m unable to figure out how to change our mailing address. Can you help?

Hi,

I assume you're referring to changing your address for Social Security purposes. If you sign up for an online account, you should be able to change your address on Social Security's website: https://www.ssa.gov/myaccount/change-of-address.html. Otherwise, you'll have to call them at 1-800-772-1213.

Hi, I'm writing you because my father passed on November 28, 2020. He was in assisted living and had a payee to take care of his funds. He had a saving account under the payees name which he received from Social Security. The Payee claims that everything that was in the saving account was sent back to Social Security. My mom contacted Social Security with the understanding that she would be entitled to the money he had left in the bank. Social Security informed her that they have nothing to do with his savings account before his death.

I am on SSI and just turned 62 so am forced to now receive ss retirement benefits. What happens to my disability medical coverage?

Hi,

I'm certain that my ex-wife's daughters will not notify me when she dies. How do I find out from the SSA that she's passed? (e.g. what forms, fees etc)

Hi,

Even if Social Security knows that a person is deceased, they can't release that information unless it's required as part of their operations. For example, if you apply for survivor benefits then Social Security would be required to inform you whether or not you qualify for benefits.

I am a widower. 7 yrs now. My daughter draws SSA off my late wife’s work and I draw 4 months a year because of my income. I met someone who is a disabled adult child who is drawing off her fathers work record. We are getting married. She receives SSDI and Social security. When we get married I understand I will lose what I draw from my late wife. I also understand that my fiancé will lose her SSDI. But she is still disabled. Is there anything she would qualify for? Would she be able to keep her Medicare and Medicaid? Will she have to apply for disability all over again?

I understand that a charitable donation to a charity in Canada is tax deductible on the U.S. 1040 tax return if there is any Canadian sourced income. Does receiving a QPP pension qualify as Canadian sourced income? The QPP income gets lumped in with U.S. Social Security income so not sure if it is identified on the form.

Hi,

I'm sorry, but I'm unable to answer your question. My expertise is limited to Social Security benefits, not tax regulations.

Best, Jerry

My learn social security takes my top 35 yrs worked to calculate my retirement social security benefits I can retired at 55 yrs old will social security allow my the start withdrawing my social security at 55

Hi,

No. The only way that you could possibly collect Social Security benefits that are based on your own earnings history prior to age 62 is if you qualify for Social Security disability (SSDI) benefits. Nor could you elect to voluntarily opt out of Social Security and withdraw the taxes that you've contributed to the program.

My birthday is February 12.,1943. I retired January 1st 2007 and took my first SSA that month. I f I would have waited until February that year I would have been 65 and got seven per cent more? Would I be able to get an adjustment?

Hi,

My siblings’ social security has been hacked and was paid out to someone else for 1 year. They have stopped payments to this other person, however, it’s been three years that their case is still pending investigation and they need this money. Before the pandemic, They would go down to ss office where they were told each time that it is still in investigations and that they were not the only one going through this. They have also called the Washington DC office where they filed a complaint for them however, nothing has ever been done. What else can they do?

Do I report unemployment dollar amounts on ssdi/SSI monthly wage earnings using the phone app?
This is for my son.

Hi,