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.

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GN 05002.230 - Fiscal Year Benefit Statements - 02/02/2017
Batch run: 02/02/2017