Department of the Treasury Internal Revenue Service Contents Future Developments. 1 Publication 915 What s New. 20 How To Get Tax Help. 29 Index. 33 For the latest information about developments related to Pub. 915 such as legislation enacted after it was published go to IRS.gov/Pub915. 1 Cat* No* 15320P Reminders. 2 Social Security and Equivalent Railroad Retirement Benefits Introduction. 2 For use in preparing 2022 Returns Are Any of Your Benefits Taxable. 3 How To Report Your Benefits. 6 How...Much Is Taxable. 6 Lump-Sum Election. 11 Deductions Related to Your Benefits. 15 Worksheets. 15 Appendix. What s New Due date of return* File Form 1040 or 1040-SR by April 18 2023. The due date is April 18 instead of April 15 because of the Emancipation Day holiday in the District of Columbia even if you don t live in the District of Columbia* Filing status name changed to qualifying surviving spouse. The filing status qualifying widow er is now called qualifying surviving spouse. The rules for...the filing status have not changed* The same rules that applied for qualifying widow er apply to qualifying surviving spouse. See Qualifying Surviving Spouse in the Instructions for Form 1040 for details on the qualifying widow er filing status. New lines 1a through 1z on Forms 1040 and 1040-SR* This year line 1 is expanded and there are were reported on Form 1040 and some amounts reported on Form 1040-SR are now reported on Schedule 1 Form 1040. Scholarships and fellowship grants are now...reported on Schedule 1 line 8r. Pension or annuity from a nonqualified deferred comGet forms and other information faster and easier at IRS*gov English IRS*gov/Korean IRS*gov/Spanish Espa ol IRS*gov/Russian P IRS*gov/Chinese IRS*gov/Vietnamese Ti ng Vi t Feb 7 2023 pensation plan or a nongovernmental section 457 plan is now reported on Schedule 1 line 8t. Wages earned while incarcerated are now reported New line 6c on Forms 1040 and 1040-SR* A checkbox was added on line 6c* Taxpayers who...elect to use the lump-sum election method for their benefits will check this box. See Lump-Sum Election later. Statement Form RRB-1099 Payments by the Railroad Retirement Board Form SSA-1042S Social Security Benefit Statement or Form RRB-1042S Statement for Nonresident Alien Recipients of Payments by the Railroad Reminders Note. When the term benefits is used in this publication it applies to both social security benefits and the SSEB portion of tier 1 railroad retirement benefits. my Social...Security account. Social security beneficiaries may quickly and easily obtain information from the Keep track of your earnings and verify them every year Get an estimate of your future benefits if you are still working Get a letter with proof of your benefits if you currently receive them Change your address Start or change your direct deposit Get a replacement Medicare card and the tax season* For more information and to set up an account go to SSA. gov/myaccount. Tuition and fees deduction...not available. The tuition and fees deduction is not available after 2020.
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About IRS Publication previous version
What is IRS Publication 915?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS Publication previous version
What is IRS Publication 915?
IRS Publication 915 details information regarding the taxation of social security benefits. This publication is crucial for individuals receiving these benefits, as it outlines how they can affect overall income tax obligations. Understanding this will help filers accurately report any taxable benefits during tax filing.
What is the purpose of this form?
The purpose of IRS Publication 915 is to instruct taxpayers on how to handle the taxation of social security and certain other government benefits. It provides clarity on what portion, if any, of these benefits must be included in taxable income. This ensures compliance with IRS regulations and proper reporting on tax returns.
Who needs the form?
Individuals who receive social security benefits need IRS Publication 915. This includes retirees, disabled workers, and survivors of deceased workers. Anyone uncertain about the tax implications of their benefits will also find this publication useful when preparing their tax returns.
When am I exempt from filling out this form?
You may be exempt from needing IRS Publication 915 if your total income is below the specified thresholds. If your social security benefits are not taxable due to low overall income, you may not need to utilize this publication. However, it is advisable to review your situation to determine if any benefits are taxable.
Components of the form
IRS Publication 915 consists of multiple sections that cover eligibility requirements, filing procedures, and examples of included income. Each section provides detailed information to help taxpayers understand their responsibilities. The publication also includes worksheets to assist with calculations, ensuring all pertinent information is reported correctly.
What are the penalties for not issuing the form?
Failing to report taxable social security benefits as per IRS Publication 915 can result in penalties, including interest on any unpaid tax amounts. The IRS may impose additional fines for non-compliance with tax reporting requirements. It's essential to adhere to the guidelines provided in this publication to avoid financial repercussions.
What information do you need when you file the form?
When filing using information from IRS Publication 915, you will need your social security benefit statements, total income information, and any other applicable financial documents. Recall all sources of income to ensure accurate reporting and to avoid discrepancies in your tax filings.
Is the form accompanied by other forms?
IRS Publication 915 is not a stand-alone form but is intended to provide guidance alongside your main income tax return, such as Form 1040 or 1040-SR. Depending on your financial situation, you may also need to consult other related publications or forms for comprehensive tax filing.
Where do I send the form?
IRS Publication 915 does not require submission to the IRS as a separate document; instead, its information is used to complete your tax return. Ensure that you include any necessary details about your social security benefits directly on your income tax form when filing.
FAQ about IRS Publication 915
What should I do if I need to correct a mistake on my IRS Publication 915 submission?
If you discover an error after submitting your IRS Publication 915, you should file an amended return using Form 1040-X, which allows you to correct information. Ensure you indicate the specific changes made and attach the corrected information to the amended form.
How can I track the status of my IRS Publication 915 submission?
To track your IRS Publication 915 submission, use the IRS 'Where's My Refund?' tool or call the IRS directly. Be sure to have your submission details handy, as they help the IRS representative assist you more efficiently.
What should I be aware of concerning e-signature when submitting IRS Publication 915?
When filing IRS Publication 915 electronically, an e-signature is acceptable provided it adheres to IRS regulations. This can help streamline the e-filing process, but make sure to retain copies of all signed forms for your records.
Are there common errors I should watch out for when filing my IRS Publication 915?
Yes, common mistakes include incorrect Social Security Numbers or not including all relevant income. Double-check all entries and ensure that the information is accurate to avoid delays or rejections in processing your IRS Publication 915.
What happens if my IRS Publication 915 submission is rejected?
If your IRS Publication 915 is rejected, you will receive a notification indicating the reason. Address the issue outlined in the rejection notice and submit the corrected form promptly to ensure compliance and avoid potential penalties.
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