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Old 04-03-2017, 05:45 PM
 
81 posts, read 63,021 times
Reputation: 111

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I know the basics of the Social Security earnings test, but I have a specific question. Which line on the 1040 does SS use for the earnings test? I get difficulty of care payments for an adult child (a Medicaid Waiver) via a W-2. (I know that it shouldn't be a W-2 so please don't address that; next year it won't be on a W-2.) The difficulty of care payments are included in Line 7, but are subtracted on Line 21 so is nontaxable. And these difficulty of care payments are not included in the Total Income below Line 21.

Which line is used for the earnings test? It turns out that FICA was withheld from the payments, which I'm worried will mean it's considered earnings. If that's the case, I'd have to apply to the IRS for reimbursement of the FICA. I'd like to avoid that, as I hear it's a bear to accomplish a refund of FICA.

But the FICA was withheld in error (no corrected W-2 will be done for me), so I don't want to lose my Social Security over it. Again, this won't be the case next year. The mistake leading to the W-2 was my fault because I overlooked paperwork I should have completed when my husband unexpectedly died in March 2016.

Does anyone know, if FICA is withheld, is the income automatically considered earnings for the Soc Sec earnings test? Or does anyone know which line they use? There is no line labeled "Gross Income."
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Old 04-04-2017, 11:48 PM
 
3,963 posts, read 5,248,587 times
Reputation: 4549
I believe you have posted this in the wrong forum. Perhaps retirement? Not sure, but I'm sure your post is not about Grief and Mourning.
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Old 04-05-2017, 12:01 PM
 
81 posts, read 63,021 times
Reputation: 111
Yes, you're right. I've lost my husband so I've been hanging around here, but this isn't about mourning. I don't suppose there's a way to delete my thread here? If there is, I will do it. ��
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Old 04-05-2017, 12:58 PM
 
3,963 posts, read 5,248,587 times
Reputation: 4549
I believe the moderator has to do it. But don't worry if it stays on here - it won't hurt anything. I am just concerned that you won't get your question answered. I certainly know nothing about this. Have you called the Social Security office? Whenever I have talked to SS they have been really nice and very helpful.

I'm sorry about the loss of your husband. In addition to your own grief, I know this can impose a whole burden of paperwork. If the loss was sudden, it can be even worse, since you couldn't plan for it. My best wishes to you for finding the answers you need and also for moving forward in healing from your loss.
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Old 04-05-2017, 09:00 PM
 
81 posts, read 63,021 times
Reputation: 111
Thank you, Grasshopper. We, my daughter and I, are hanging in there. Somehow it's still unbelievable that this bigger-than-life man is gone, this man who was rarely sick and always had boring checkups. I never imagined I would be a widow before 20 or 30 years on. Now it is as though I am watching life from outside a window.

Things are getting better, though, and I think it will get easier as time passes. I'm hanging on to the hope we will be together again someday.

I actually have called Social Security, and no one seems to know. I posted in the Retirement Forum thinking perhaps someone else has gone through this. I might just have to wing it!

Have a wonderful day tomorrow and thank you for caring about what we're going through.
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