Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Text of IRS Publication 915: Social Security and Equivalent Railroad Retirement Benefits, for Use in Preparing 2016 Returns (PDF)
Internal Revenue Service [IRS], Social Security Administration [SSA], and U.S. Railroad Retirement Board [RRB] [Official Guidance] Jan. 16, 2017
30 pages, dated Dec. 30, 2016. "This publication explains the federal income tax rules for social security benefits and equivalent tier 1 railroad retirement benefits.... This publication covers ... [1] Whether any of your benefits are taxable. [2] How much is taxable. [3] How to report taxable benefits. [4] How to treat lump-sum benefit payments. [5] Deductions related to your benefits, including a deduction or credit you can claim if your repayments are more than your gross benefits."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |