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Publication 915, Social Security and Equivalent Railroad Retirement Benefits

• Important Reminder
• Are Any of Your Benefits Taxable?
• How To Report Your Benefits
• How Much Is Taxable?
  • Examples

• Lump-Sum Election
  • Example

• Deductions Related to Your Benefits
  • Repayments More Than Gross Benefits

• Appendix
  • Form SSA-1099
    • Box 1 - Name
    • Box 2 - Beneficiary's Social Security Number
    • Box 3 - Benefits Paid in 2002
    • Description of Amount in Box 3
    • Box 4 - Benefits Repaid to SSA in 2002
    • Description of Amount in Box 4
    • Box 5 - Net Benefits for 2002
    • Box 6 - Voluntary Federal Income Tax Withheld

  • Form SSA-1042S (Nonresident Aliens)
    • Box 6 - Rate of Tax
    • Box 7 - Amount of Tax Withheld
    • Box 8 - Amount of Tax Refunded
    • Box 9 - Net Tax Withheld During 2002

  • Form RRB-1099
    • Box 1 - Claim Number and Payee Code
    • Box 2 - Recipient's Identification Number
    • Box 3 - Gross Social Security Equivalent Benefit Portion of Tier 1 Paid in 2002
    • Box 4 - Social Security Equivalent Benefit Portion of Tier 1 Repaid to RRB in 2002
    • Box 5 - Net Social Security Equivalent Benefit Portion of Tier 1 Paid in 2002
    • Box 6 - Workers' Compensation Offset in 2002
    • Boxes 7 and 8 - Social Security Equivalent Benefit Portion of Tier 1 Paid for 2001 or 2000
    • Box 9 - Social Security Equivalent Benefit Portion of Tier 1 Paid for Years Prior to 2000
    • Box 10 - Federal Income Tax Withheld
    • Box 11 - Medicare Premium Total

  • Form RRB-1042S (Nonresident Aliens)
    • Box 10 - Country
    • Box 11 - Rate of Tax
    • Box 12 - Federal Tax Withheld
    • Box 13 - Medicare Premium Total

• How To Get Tax Help

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Index

[ Click for Table of Contents ]

A

• Appendix

B

• Base amount

D

• Deductions related to benefits
• Disability benefits repaid

F

• Forms, RRB-1042S
• Forms, RRB-1099
• Forms, SSA-1042S
• Forms, SSA-1099
• Forms, SSA-1099, RRB-1099, SSA-1042S, RRB-1042S
• Forms, W-4V

L

• Legal expenses
• Lump-sum election

N

• Nonresident aliens

R

• Railroad retirement benefits
• Repayments, More than gross benefits, Of benefits received in an earlier year
• Repayments, More than gross benefits, Of benefits received in an earlier year

S

• Social security benefits
• Suggestions for publication

T

• Taxpayer Advocate
• TTY/TDD information

W

• Who is taxed

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