EconomicStimulus

Economic Stimulus Payments

for Social Security, Veteran's and Other Beneficiaries

What if some or all of your income consists of Social Security, veterans' or other benefits? The economic stimulus law allows Social Security recipients and recipients of certain veterans' benefits and Railroad Retirement benefits to count those benefits towards the qualifying income requirement of $3,000. Supplemental Security Income (SSI) does not count as qualifying income for the stimulus payment. To get the payment, you have to file a 2007 tax return using either Form 1040 or the short Form 1040A. For more information, see:

Information for Recipients of Social Security Benefits
Information for Recipients of Veteran's Benefits
FS-2008-16, Stimulus Payments: Instructions for Low-Income Workers and Recipients of Social Security and Certain Veterans’ Benefits.

Tax Package 1040A-3 and Form 1040A

Those who normally don't have to file a tax return and can use the short form for the stimulus payment can check out tax package 1040A-3 to see information on, and an example of how to fill out, Form 1040A.

Learn More about the Economic Stimulus Payments

For more information, check out our:

Warning — Scam Artists Are Calling Taxpayers about the Stimulus Payments

If someone claiming to be from the IRS calls or e-mails you about the payments and asks you for a Social Security, bank account or credit card number, it's a scam. The scammers are trying to get your personal and financial information so they can empty your bank account, run up charges on your credit card and more. Find out more — see IR-2008-11, IRS Warns of New E-Mail and Telephone Scams Using the IRS Name; Advance Payment Scams Starting.

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If you have lost or thrown away your 1099 statement, contact the Social Security Administration for a replacement.

As of now, eligible individuals have until October 15, 2008 to submit the 1040A form in order to recieve a an economic stimulus payment.

For additional help:

* Go to www.IRS.gov or call the IRS toll-free at 1-800-829-1040

* Social Security Administration has a toll-free number 1-800-772-1213. People who are deaf or hard of hearing may call tol-free TTY number, 1-800-325-0778

* Find a Volunteer Income Tax Assistance (VITA) site by calling 800-906-9887

* Locate an IRS Taxpayer Assistance Center (TAC) by calling 1-800-829-1040

* AARP Tax-Aide: to find a site near you, call toll-free 1-888-827-7669 or visit www.aarp.org/taxaide. AARP Tax-Aide volunteers are trained to prepare standard forms, and most sites are equipped to handle e-filing. Sites are open through April 15.



		Economic Stimulus Payments for Social Security, Veteran's and Other Beneficiaries What if some or all of your income consists of Social Security, veterans' or other benefits? The economic stimulus law allows Social Security recipients and recipients of certain veterans' benefits and Railroad Retirement benefits to count those benefits towards the qualifying income requirement of $3,000. Supplemental Security Income (SSI) does not count as qualifying income for the stimulus payment. To get the payment, you have to file a 2007 tax return using either Form 1040 or the short Form 1040A. For more information, see: Information for Recipients of Social Security Benefits Information for Recipients of Veteran's Benefits FS-2008-16, Stimulus Payments: Instructions for Low-Income Workers and Recipients of Social Security and Certain Veterans’ Benefits. Tax Package 1040A-3 and Form 1040A Those who normally don't have to file a tax return and can use the short form for the stimulus payment can check out tax package 1040A-3 to see information on, and an example of how to fill out, Form 1040A. Learn More about the Economic Stimulus Payments For more information, check out our: Answers to Frequently Asked Questions News Releases, Audio Files, Fact Sheets and Legal Guidance Warning — Scam Artists Are Calling Taxpayers about the Stimulus Payments If someone claiming to be from the IRS calls or e-mails you about the payments and asks you for a Social Security, bank account or credit card number, it's a scam. The scammers are trying to get your personal and financial information so they can empty your bank account, run up charges on your credit card and more. Find out more — see IR-2008-11, IRS Warns of New E-Mail and Telephone Scams Using the IRS Name; Advance Payment Scams Starting. *********************************** If you have lost or thrown away your 1099 statement, contact the Social Security Administration for a replacement. As of now, eligible individuals have until October 15, 2008 to submit the 1040A form in order to recieve a an economic stimulus payment. For additional help: * Go to www.IRS.gov or call the IRS toll-free at 1-800-829-1040 * Social Security Administration has a toll-free number 1-800-772-1213. People who are deaf or hard of hearing may call tol-free TTY number, 1-800-325-0778 * Find a Volunteer Income Tax Assistance (VITA) site by calling 800-906-9887 * Locate an IRS Taxpayer Assistance Center (TAC) by calling 1-800-829-1040 * AARP Tax-Aide: to find a site near you, call toll-free 1-888-827-7669 or visit www.aarp.org/taxaide. AARP Tax-Aide volunteers are trained to prepare standard forms, and most sites are equipped to handle e-filing. Sites are open through April 15.