Social Security & Taxes - HELP!!

by A.
(Palm Springs, CA.)

When my friends tax guy died, I started doing his taxes with turbo tax. I thought I was doing a very proficient job (I separated, calculated everything) and bought Turbo Tax and followed all the questions.

I did this for 4 or 5 years.

Eventually his health became an issue; he eventually did very few lockouts (had a defibulator put in) and went to apply for disability (He had paid into for 50 years I think) and was denied due to the lack of credits.

I was shocked to find out that he didn't have enough credits and it was since I had been doing his taxes. I am devastated. Can we somehow go back and re-do the taxes? Can he somehow still get disability at all? With no income now, would he quality for supplemental help?

I am devastated as I think I obviously did not know what I was doing and now it appears MY fault that he is lacking the credits. He REALLY does need the disability now (he collects $724 in his social security) but I feel I should do something as I am probably to blame for these stupid errors.

I know you are probably busy, but any help is greatly appreciated.

Many thanks and joy to you!

Wendy: What a horrible situation to be in! Unfortunately, I have no idea how to help you!

To the right, there is a Legal Book == if you click on it and visit the website, then hit CONTACT US in the top left corner. That's where they have an ASK AN ATTORNEY feature.

I think it costs a few dollars, but I think it would be money well spent. They are nationwide, so perhaps they have a specialty attorney to refer you to- or can tell you how to appeal the decision.

Wish I could help... sorry!

Comments for Social Security & Taxes - HELP!!

Click here to add your own comments

Social Security Credits
by: Anonymous

You should be able to admen and refile the last three years of tax returns. I would look for a CPA that does taxes and get his help.

What you are saying is that he had a business and should have been paying Social Security taxes and he was not.

Wendy Makes sense to me, but I knew a guy who had 25 yrs with a company pension, went off on his own, self employed -- but since it was a newer business, he didn't pay taxes.

Guess what happened? He got ill, his ex-wife remarried him to help him, but NO Social Security until he hit 62... despite his disability.

That's an issue with early retirements too -- I retired at 55, if I never work again, and don't have any earnings in the next 3 years, then have a disability (despite 36 yrs of service) -- I am not eligible until 62. There is a minimal amount you need to work, once every three years, to maintain eligibility, for Social Security Disability.

Click here to add your own comments

Join in and write your own page! It's easy to do. How? Simply click here to return to Social Security.