Carolbeck Posted April 1, 2014 Report Posted April 1, 2014 I have a client that I just finished and found out she owes quite a bit! Retired last year due to have (2) Open Heart Surgeries! Age 69 and received $28K in SSA (along with her half year W2 and 1099R's) with NO Withholding. Normally she has enough in withholding and itemized deductions to receive a refund. I am so afraid to call her (with her heart condition) and explain again that SSA IS Taxable (even at her age) if you go over the AGI threshhold. Not looking forward to calling her. Quote
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