Tuesday, March 30, 2010

Yada-yada-yada-yada

And so begins the great wrastling-match of doing the income tax.
I keep two Excel® spreadsheets. One is expense, everything that goes in Schedule A, Itemized Deductions. The other is income.
Income includes my wife's pension, my pension, and our Social Security benefits.
The spreadsheet totals should agree with our 1099s, but they don't.
Well okay, one month of my wife's pension is not in there — a simple fix.
But Social Security is off in the ozone.
It makes no sense at all.
The monthly amount of my Social Security benefit is even — no cents.
But the amount declared on my statement has cents.
The amount Social Security declares is $6.60 less than my spreadsheet.
It declares my monthly benefit is what I have it as (cents-less); yet comes out with $6.60 less than that amount times 12.
My wife's Social Security is really mucked up.
In their infinite wisdom they decided she started collecting Social Security while she still worked.
Actually, she didn't.
Didn't start Social Security until she retired.
So they adjusted her monthly benefit, and gave her $912.
My wife protested this a year ago, and so far nothing.
Yada-yada-yada. Please hold during the silence. (Ba-BOOM; Ba-BOOM!) All representatives are busy; Goodbye! (This after 20 minutes of navigating a contorted answering system.)
So my Excel spreadsheet is way off in her case.
We'll probably end up using the amounts Social Security declared, since that's what IRS will use.
But how that was determined is beyond us; and we both have college degrees.

• “My wife” of 42+ years is “Linda.”

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