Kelly Phillips Erb is a Forbes senior writer who covers tax. This article is more than 9 years old. By now, you probably have a stack of tax forms from employers, banks, stockbrokers, lenders and more ...

The Social Security Administration (SSA) is an enormous organization, and the decisions it makes regarding your benefits can have a big impact on your finances. It’s not unusual to feel overwhelmed ...

Section 6057 of the Internal Revenue Code requires reporting of plan participants who separate from service with a right to a deferred vested benefit. The form for filing these reports has been the ...

If you’ve received a letter from the Social Security Administration (SSA) notifying you that you were overpaid, it’s normal to feel concerned. In many cases, these overpayments are not your fault, and ...

When you seek assistance from the Social Security Administration (SSA), it will make a decision on whether you’re eligible to receive that assistance. The SSA may also make decisions about any ...

Personal Finance. SSA Form 795: How to fill this form to continue receiving your benefits while on appeal? Personal Finance. SSA Life Expectancy: How long can you live on Social Security? The good ...

When applying for disability benefits through the Social Security Administration (SSA), the SSA-3380 form emerges as a pivotal document. Known as the 'Third Party Function Report,' this form is not ...

Retirees often think that they don't need to worry too much about their taxes, largely because their lack of wage income means they don't have to pay Uncle Sam very much every April. But every year ...

The American Society of Pension Professionals & Actuaries (ASPPA) has requested that the Internal Revenue Service revise the due date for filing the Form 8955-SSA for 2009 and 2010 plan years. ASPPA ...