Blogs – Social Security Disability
The Social Security Administration, its Office of the Inspector General (OIG), and the Michigan Department of Human Services recently announced a new Cooperative Disability Investigations (CDI) Unit in Detroit. As part of the nationwide CDI Program, the Detroit Unit will identify and prevent Social Security disability fraud throughout the State of Michigan.
Social Security beneficiaries may have questions about whether their retroactive benefits and/or their ongoing monthly benefits are taxable. This article provides general federal income tax information for SSDI benefits. The information provided in this article should not be used as the basis for specific tax questions. When an individual receives SSDI retroactive benefits and/or ongoing SSDI monthly benefits, SSA is required to send a 1099 form by February 1 of the following year, specifying how much of the Social Security benefit received in the retroactive payment was really a payment for a prior year (or years). If a fee for an attorney was paid, the 1099 form will list the amount of the attorney fee paid. http://www.irs.gov/pub/irs-pdf/p915.pdf. The taxpayer should double check all numbers on the 1099 form with his or her Notice of Award. It is a myth that up to 85% of SSDI benefits are taxable.
COMMON ABBREVIATED TERMS USED BY THE SOCIAL SECURITY ADMINISTRATION: The Social Security Administration (SSA) uses many abbreviations and acronyms when SSA processes a disability or SSI claim for benefits. AC Appeals Council AG Attorney General ACE Average Currant Earnings ALJ Administrative Law Judge AOD Alleged Onset Date ATTY Attorney CE Consultative Exam CDB Child Disability Benefit DAA Drug addiction and/or Alcoholism DDS Disability Determination Service DHHS Department of Health and Human Services DHS Department of Human Service DI Disability Insurance DIB Disability Insurance Benefit DO District Office DOE Date of Entitlement DOT Dictionary of Occupational Titles EPE Eligible Period of Entitlement ER Earnings Record FCE Functional Capacity Exam GAF Global Assessment Function HM Hearing Monitor HO Hearing Office IME Independent
Once the applicant files the initial application and other required documents for Social Security Disability Insurance (SSDI) and/or Supplemental Security Insurance (SSI) with the Social Security Administration, (SSA), SSA will refer to the application as a “Claim” and the applicant as the “Claimant”. SSA will schedule a telephone conference with the Claimant to review the information provided in the Claim. If an attorney/representative is assisting the Claimant at the initial application stage, the conference between the Claimant and SSA usually occurs without the attorney/representative. After the Claimant’s telephone conference with SSA, SSA will request the Claimant’s medical records. SSA will send the Claimant’s file and medical records to the Disability Determining Service (DDS). DDS will conduct a medical review of the Claim and determine eligibility. We provide this information as a public service. The information provided in this material is of a general nature. All claims for social
To apply for disability benefits or SSI benefits, an application for both programs needs to be filed with the Social Security Administration (SSA). SSA encourages people to file an application on-line through SSA’s webpage, ssa.gov. If the application is filed on-line, the applicant will need to submit to SSA signed medical authorizations and several forms. SSA’s on-line directions will provide the applicant directions on what forms and authorizations the applicant needs to print/complete and send to SSA. After the applicant completes and submits the on-line application, the applicant should print the verification page in the event there is a question as to when the applicant filed the application. Filing an application can also be done by calling SSA. If a person applies by telephone, SSA will send to the applicant a number of forms to be completed and returned to SSA. Failure to submit to SSA all required completed forms