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biondablonde t1_j2a2ecw wrote

Is tax being withheld from their pensions and SS? If so, it may be worth filing to get that money back. At their income level they will be eligible to Efile for free - no need to pay an accountant or tax preparer for such a simple return.

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Zerole00 OP t1_j2a6rrw wrote

I'm not seeing any deductions for my mom in the benefits statement I got in the mail:

-Medicare Medical Insurance

-Medicare Prescription Drug Plan

-US Fed tax withholding

-Voluntary Fed tax witholding

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biondablonde t1_j2ai9z5 wrote

If you're seeing zeros by the Fed tax withholding lines, then probably no withholding on those SS payments. Do you have (or can you get) statements for their pensions?

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