Duplicate Deposit of Social Security Check?
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From: Arnie Goetchius on 12 Feb 2010 10:54 I have a Memorized Payee for the deposit of my social security check. It normally is deposited on the 4th of each month and will show up on the Transactions view for one month in advance. This year, my bank (Wachovia) deposited the check on 12/31/09 rather then 1/04/2010. So I had two occurrences of the deposit on the transaction list. I wasn't paying any attention but an automatic overdraft protection deposit from my HELOC yesterday caught my eye. To resolved this, I deleted the 01/04/2010 deposit from the transaction list so the bank statement and Quicken now agree. However, Form SSA-1099 only reflected 12 payments from SSA which assumed 12 payments on the 4th of each month. Actually, I received 13 payments because of the payment on 12/31/09. This will now screw up my import from quicken to turbotax. I'm thinking now that I should just change the 12/31/2009 deposit to 01/04/2010 so Quicken, Turbotax and Social Security Admin are all in agreement. Any ideas?
From: CSM1 on 12 Feb 2010 15:30 Arnie Goetchius <arnie.goetchius(a)invalid.domain> wrote in news:hl3tkg $avf$1(a)news.eternal-september.org: > I have a Memorized Payee for the deposit of my social security check. It > normally is deposited on the 4th of each month and will show up on the > Transactions view for one month in advance. This year, my bank > (Wachovia) deposited the check on 12/31/09 rather then 1/04/2010. So I > had two occurrences of the deposit on the transaction list. I wasn't > paying any attention but an automatic overdraft protection deposit from > my HELOC yesterday caught my eye. > > To resolved this, I deleted the 01/04/2010 deposit from the transaction > list so the bank statement and Quicken now agree. However, Form SSA- 1099 > only reflected 12 payments from SSA which assumed 12 payments on the 4th > of each month. Actually, I received 13 payments because of the payment > on 12/31/09. This will now screw up my import from quicken to turbotax. > I'm thinking now that I should just change the 12/31/2009 deposit to > 01/04/2010 so Quicken, Turbotax and Social Security Admin are all in > agreement. Any ideas? > > > Manually enter the SSA information from the 1099 in TurboTax. Fix the date in your Quicken register to reflect the 12/31/09 deposit. For when it was actually deposited. -- CSM1 http://www.carlmcmillan.com
From: JM on 12 Feb 2010 23:06 On Feb 12, 8:54 am, Arnie Goetchius <arnie.goetch...(a)invalid.domain> wrote: > I have a Memorized Payee for the deposit of my social security check. It > normally is deposited on the 4th of each month and will show up on the > Transactions view for one month in advance. This year, my bank > (Wachovia) deposited the check on 12/31/09 rather then 1/04/2010. So I > had two occurrences of the deposit on the transaction list. I wasn't > paying any attention but an automatic overdraft protection deposit from > my HELOC yesterday caught my eye. > > To resolved this, I deleted the 01/04/2010 deposit from the transaction > list so the bank statement and Quicken now agree. However, Form SSA-1099 > only reflected 12 payments from SSA which assumed 12 payments on the 4th > of each month. Actually, I received 13 payments because of the payment > on 12/31/09. This will now screw up my import from quicken to turbotax. > I'm thinking now that I should just change the 12/31/2009 deposit to > 01/04/2010 so Quicken, Turbotax and Social Security Admin are all in > agreement. Any ideas? What does your Form SSA-1099 say? - I would follow that lead.
From: Arnie Goetchius on 13 Feb 2010 12:50 JM wrote: > On Feb 12, 8:54 am, Arnie Goetchius<arnie.goetch...(a)invalid.domain> > wrote: >> I have a Memorized Payee for the deposit of my social security check. It >> normally is deposited on the 4th of each month and will show up on the >> Transactions view for one month in advance. This year, my bank >> (Wachovia) deposited the check on 12/31/09 rather then 1/04/2010. So I >> had two occurrences of the deposit on the transaction list. I wasn't >> paying any attention but an automatic overdraft protection deposit from >> my HELOC yesterday caught my eye. >> >> To resolved this, I deleted the 01/04/2010 deposit from the transaction >> list so the bank statement and Quicken now agree. However, Form SSA-1099 >> only reflected 12 payments from SSA which assumed 12 payments on the 4th >> of each month. Actually, I received 13 payments because of the payment >> on 12/31/09. This will now screw up my import from quicken to turbotax. >> I'm thinking now that I should just change the 12/31/2009 deposit to >> 01/04/2010 so Quicken, Turbotax and Social Security Admin are all in >> agreement. Any ideas? > > What does your Form SSA-1099 say? - I would follow that lead. SSA-1099 says there were only 12 deposits in 2009. Wachovia says there were 13. Since I assume Wachovia will eventually correct their error, I'll go with the SSA-1099.
From: Oilcan on 14 Feb 2010 04:25
> Since I assume Wachovia will eventually correct their error I wouldn't could on it. All they did is made your funds available one day early. Move it to January if it bothers you so much. Oilcan -----Original Message----- From: Arnie Goetchius [mailto:arnie.goetchius(a)invalid.domain] Posted At: Saturday, February 13, 2010 9:50 AM Posted To: alt.comp.software.financial.quicken Conversation: Duplicate Deposit of Social Security Check? Subject: Re: Duplicate Deposit of Social Security Check? JM wrote: > On Feb 12, 8:54 am, Arnie Goetchius<arnie.goetch...(a)invalid.domain> > wrote: >> I have a Memorized Payee for the deposit of my social security check. It >> normally is deposited on the 4th of each month and will show up on the >> Transactions view for one month in advance. This year, my bank >> (Wachovia) deposited the check on 12/31/09 rather then 1/04/2010. So I >> had two occurrences of the deposit on the transaction list. I wasn't >> paying any attention but an automatic overdraft protection deposit from >> my HELOC yesterday caught my eye. >> >> To resolved this, I deleted the 01/04/2010 deposit from the transaction >> list so the bank statement and Quicken now agree. However, Form SSA-1099 >> only reflected 12 payments from SSA which assumed 12 payments on the 4th >> of each month. Actually, I received 13 payments because of the payment >> on 12/31/09. This will now screw up my import from quicken to turbotax. >> I'm thinking now that I should just change the 12/31/2009 deposit to >> 01/04/2010 so Quicken, Turbotax and Social Security Admin are all in >> agreement. Any ideas? > > What does your Form SSA-1099 say? - I would follow that lead. SSA-1099 says there were only 12 deposits in 2009. Wachovia says there were 13. Since I assume Wachovia will eventually correct their error, I'll go with the SSA-1099. |