Talk of The Villages Florida - View Single Post - Social Security - is this right?
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Old 02-26-2009, 09:51 PM
Sidney Lanier Sidney Lanier is offline
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Quote:
Originally Posted by conn8757 View Post
My husband started receiving ss late last year (Oct). We just came from H & R Block who said we had to pay it all back in taxes because of what I made. (I am still working fulltime.) I asked if we couldn't file separately and was told we cannot file married filing separately due to living together - huh?
Is this right? I thought you had to pay taxes on SS or lost it, if the person getting made too much money, not the spouse. My husband did not work all of 2008. Anybody know if this correct.
Something definitely does not sound right. Yes, a portion of SS can be taxed based on total family income, but to my knowledge it should NOT mean that the SS benefits themselves have to be given back if one's spouse is not retired yet. For sure check with someone more reliable than H&R Block....