Music. Good morning, everyone, and welcome to today's class called "Pension and Social Security Income." We're going to be looking at two different types of income today, falling into two main categories. One being retirement plans, pensions, and annuities, and the other being Social Security and railroad retirement. We're going to spend the majority of today's class on that first category because there's quite a bit to cover and a lot to discuss. But before I got going, I just wanted to throw something at you to see whether this is a question that most of you know the answer to or whether it's a question that leaves you wondering a bit. So, I've just put up a quiz question on the board in front of you, and I'd like you to tell me what the correct answer is. So, just take a minute here. We'll read it together. It says, "Alicia, age 40, withdrew $5,000 from her 401k plan during the year. In which of the following situations can she claim an exception from the additional 10% tax?" So, read through the possible four choices and select your choice, and we'll see how most of you do. The correct answer is actually A. And although the other options, there can be an exception to the early distribution tax, they apply only if the early distribution is from an IRA. All of the exceptions you see listed apply to IRAs, but only one of the exceptions listed applies to 401ks. And that is A, to the extent that her medical expenses exceeded 10% of her income. So, we're going to be getting into some of these exceptions, or all of these exceptions, a little bit later in today's class. So, with that little introduction to the morning, getting your brain...
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Where to mail w-4v for social security Form: What You Should Know
B) Mail or deliver Form W-4V to the following: You can find the location of the nearest Social Security Administration office on the form W-4V. Feb. 1, 2018- IRS To view the form visit IRS Form W-4. I need Form W-4V to be mailed to me. THE BEST WAY?? Sep 3, 2024 — Social Security Information: The Form W-4V is an amended return filed by an eligible employee if the employee's name and address have been changed. It should be mailed to the address on the form W-4, Voluntary Withholding Request. Feb 1, 2024 — Social Security Information: If the recipient has a new address or name, the Form W-4V can be mailed to the following address: Your Social Security number. Social Security number (SSN) I received an information or clarification about Form W-4V. DO NOT SEND IT TO ME. I'm sorry you have an issue with this. I need Form W-4V to be emailed to me.
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