Effective Dates: 02/02/2017 - Present Previous | Next

TN 8 (02-17)

GN 05002.280 Benefit Statement Publications

A. Introduction explaining where to find answers to tax liability questions

SSA personnel cannot attempt to answer questions about tax liability because the IRS is responsible for assessing and collecting taxes. However, the SSA and the IRS publications listed below can assist beneficiaries with understanding their potential tax liability.

B. List of SSA and IRS Publications

1. SSA Publications

  • •

    What You Need To Know When You Get Retirement or Survivors Benefits

  • •

    What You Need To Know When You Get Disability Benefits

  • •

    Understanding The Benefits

Callers can request SSA publications from Social Security by calling 1-800-772-1213, or by accessing the SSA website at http://www.ssa.gov.

2. IRS Publications

  • •

    Publication 915, Social Security and Equivalent Railroad Retirement Benefits

  • •

    Publication 554, Tax Guide for Seniors

Callers can request IRS publications from the IRS by calling 1-800-829-3676, or by accessing the IRS website at http://www.irs.gov.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0205002280
GN 05002.280 - Benefit Statement Publications - 02/02/2017
Batch run: 02/02/2017
Rev:02/02/2017