Social Security & Medicare Quickfinder Handbook

Your trusted tax quick reference social security handbook

As the baby boomers move into their retirement years, tax and financial professionals are likely to encounter questions from their clients about Social Security and Medicare. The Social Security & Medicare Quickfinder Handbook is an affordable, easy-to-use Handbook that provides the answers you need quickly. Here’s what you’ll get with this useful tool:

• All aspects of Social Security benefits, including eligibility, worker and family benefits, disability benefits, the SSI program, plus income tax issues to consider
• Medicare eligibility and enrollment plus the different types of coverage and costs
• Eldercare insurance, including long-term care and Medigap insurance policies

See information above for new edition availability. To order the current or prior tax year editions, please call us at 800-431-9025.

• Social Security &amps; Medicare Quickfinder Handbook 2020
  • Social Security & Medicare Quickfinder Handbook
  • Tab 1—Retirement Benefits—Eligibility
    • Earning Credits
    • Who is an Employer?
    • Who Are Employees?
    • What Work Counts
    • Self-Employment
    • Household Employees
    • State and Local Government Employees
    • U.S. Uniformed Service
    • Farmers
    • Special Coverage Provisions
    • International Social Security Agreements
  • Tab 2—Retirement Benefits—Workers
    • Early Retirement
    • When Benefits Are Not Payable
    • Receiving Social Security When Outside the U.S.
    • Calculating Benefits
    • Special Minimum PIA
    • Frozen Minimum Benefit
    • Recomputing PIA
    • Filing an Application for Benefits
    • Representative Payees
    • Establishing Right to Benefits
    • SSA Statement of Earnings
    • Government Pension Offset
    • Earnings Test
    • Institutionalized Individuals
    • Underpayments
    • Overpayments
  • Tab 3—Family Benefits
    • Spousal Benefits
    • Child’s Benefits
    • Maximum Family Benefit
    • Average Family Benefits Tables
  • Tab 4—Planning Considerations
    • Deciding When To Start Receiving Benefits
    • Social Security Benefits Calculators
    • “What If” Analysis
    • Maximizing Lifetime Benefits for Married Couples
    • Income Tax Planning for Social Security Benefits
    • Applying for Social Security Benefits
    • Social Security and Medicare
  • Tab 5—Survivors and Veterans Benefits
    • Survivor Benefits
    • Widow(er)’s Benefits
    • Surviving Child’s Benefits
    • Father’s or Mother’s Benefits
    • Parent’s Benefits
    • Lump-Sum Death Benefit
    • Special Veterans Benefits (SVB)
  • Tab 6—Disability Benefits
    • Defining Disability
    • Disability Determinations
    • Evidence of Disability
    • Disabled Worker’s Benefits
    • Amount of Disabled Worker’s Benefit
    • Widow(er)’s Benefits
    • Children’s Benefits
    • Ticket to Work and Self-Sufficiency Program
    • Trial Work Period
    • Appeals
  • Tab 7—Supplemental Security Income (SSI)
    • SSI Program
    • State Supplements
    • Eligibility Requirements
    • Other Benefits and SSI
    • Criminals and Institutionalized Individuals
    • Marriage and SSI
    • Eligibility Under Multiple Categories
    • Recipient Reporting Requirements
    • Income and SSI Benefits
    • Disaster-Related Assistance
    • In-Kind Income
    • Resources
    • Deeming of Income and Resources
    • Work Incentives for the Blind and Disabled
    • SSI Payment Amounts
    • Initial Determinations
    • The Appeals Process
  • Tab 8—Social Security Determinations and Review
    • Administrative Review Process
    • Initial Determinations
    • Reconsideration
    • Hearing By an Administrative Law Judge (ALJ)
    • Review By the Appeals Council
    • Extension of Time for Filing
    • Representation
  • Tab 9—Income Tax Considerations
    • Taxation of Social Security Benefits
    • Who Is Taxed?
    • How Benefits Are Reported
    • Lump-Sum Election
    • Deductions Related to Benefits
    • Repayment of Benefits
  • Tab 10—Medicare Eligibility and Enrollment
    • Enrolling in Medicare Parts A and B
    • Enrolling in Medicare Advantage Plans (Part C)
    • Enrolling in Medicare Prescription Drug Plans (Part D)
  • Tab 11—Medicare Health Plans
    • Medicare Decision-Making Process
    • Part A—Hospital Insurance
    • Part B—Medical Insurance
    • Part C—Medicare Advantage Plans
    • Other Medicare Health Plans
  • Tab 12—Medicare Drug Plans
    • Prescription Drug Coverage Basics
    • How Prescription Drug Coverage Works
    • Drug Coverage
    • Qualifying for Extra Help
    • Rights and Appeals
  • Tab 13—Medicare—Rights, Appeals, and Other Matters
    • Original Medicare
    • Medicare Advantage Plan or Medicare Cost Plan
    • Medicare Drug Plan
    • Protecting Against Fraud
  • Tab 14—Medicaid
    • Medicaid Program
    • Who’s Covered By Medicaid
  • Tab 15—Medigap Insurance
    • Medigap Basics
    • Buying a Medigap Policy
    • Cost of Medigap Policies
    • Right to Buy a Medigap Policy
    • Buying a Medigap Policy
    • Existing Medigap Policy Owners
  • Tab 16—Long-Term Care
    • Choosing Long-Term Care
    • Community-Based Services
    • Home Healthcare
    • Government Programs
    • Private Insurance
    • Home Equity
    • Other Payment Options
  • Back Cover

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