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Morgan Stanley Is Bringing 3,800 Jobs to Dallas. A Bonus Paid After Retirement Can Land on a W-2 Without Cutting Social Security

Source: 247wallst.com

Tax & TariffsRegulation & Legislation
Morgan Stanley Is Bringing 3,800 Jobs to Dallas. A Bonus Paid After Retirement Can Land on a W-2 Without Cutting Social Security

A retiree’s final career bonus appeared on a W-2 alongside new part-time wages, potentially complicating Social Security withholding. The article teaser says a little-known IRS and Social Security Administration rule might eliminate the withholding issue, but provides no rule details or figures.

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