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GN 05010.510: Handling Inquiries About the SSA-1042S

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  • Effective Dates: 03/29/2018 - Present
  • Effective Dates: 04/03/2018 - Present
  • TN 11 (11-97)
  • GN 05010.510 Handling Inquiries About the SSA-1042S
  • A. Policy
  • SSA answers questions about the figures shown on the benefit statements. However, SSA does not give advice on tax liability, on individual income tax questions or on whether a beneficiary is required to file a Federal income tax return.
  • IRS is responsible for answering questions about U.S. taxation of benefits and the effect on an individual's income tax.
  • B. Procedure - General
  • 1. DIO and FO
  • If an individual outside the United States asks a question which must be answered by IRS, refer the letter to IRS at the following address: Internal Revenue Service International Accounts Philadelphia, PA 19255–0725
  • Advise the individual of the referral. Include the IRS address so that he/she can follow up on the inquiry if he/she wants. You may also include information about the International Taxpayer Service Call Center, which is operational Monday through Friday, from 6:00 a.m. to 11:00 p.m. (Eastern Time):            Tel: 267-941-1000 (not toll-free)            Fax: 267-466-1055 (for international tax account issues only)
  • Advise the individual of the referral. Include the IRS address so that he/she can follow up on the inquiry if he/she wants. You may also include information about the International Taxpayer Service Call Center, which is operational Monday through Friday, from 6:00 a.m. to 11:00 p.m. (Eastern Time):            Tel:  267-941-1000 (not toll-free)            Fax: 267-466-1055 (for international tax account issues only)
  • DO NOT contact IRS to get the answer.
  • If an individual outside the United States asks for information about his tax status with another country, advise him or her to contact the tax authorities in that country.
  • 2. FBU action
  • When an inquiry is received in an FBU, answer the inquiry if possible.
  • Do not make any record of the inquiry or send any documentation to SSA.
  • Refer any inquiry which cannot be handled to DIO.
  • C. Procedure - replacement and corrected statements
  • Handle requests for replacement and corrected SSA-1042S as explained in GN 05002.040 - GN 05002.220.
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