TN 8 (02-17)

GN 05002.230 Fiscal Year Benefit Statements

A. Policy for fiscal year requests

Some beneficiaries who file their Federal tax returns on a fiscal year basis may request a benefit statement based on their taxable year. The law requires SSA to issue benefit statements only for calendar years; accordingly, SSA will not issue benefit statements for fiscal years. Persons who do not file tax returns on a calendar year basis must rely on their own records although FOs must explain how we compute the benefit amount, as it may be subject to tax.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0205002230
GN 05002.230 - Fiscal Year Benefit Statements - 02/02/2017
Batch run: 02/02/2017
Rev:02/02/2017