SRS

SRS: Withholding tax from your SS benefits

Some Villagers have complained they owe taxes on their 2024 return because more of their Social Security was taxable. Beginning in 1984, if your total income is more than $25,000...

SRS: Important reminders if your property is held in a trust

Since the Los Angeles fires you may have read that some homeowners are having difficulty with their property insurance claims. It has been reported that if you fail to...

SRS: REAL ID deadline is May 7, 2025  

The DMV is reminding Californians there are just a few days remaining before the U.S. Department of Homeland Security begins enforcing the REAL ID requirement. Starting May 7, 2025,...

SRS office closed Friday, April 4

Due to a planned power outage the SRS office will be closed on Friday, April 4. We will still be able to receive email and voicemail and will respond...

SRS: The Senior’s Secret to Deducting Charity Donations

Many Villagers no longer receive a tax deduction for their charitable donations because they take the standard deduction rather than itemizing deductions. For 2025 the standard deduction is $15,000...

SRS Reminder: Property tax due April 10

Don’t forget that Thursday, April 10 is the last date for paying your second installment of your Santa Clara County real estate tax for the fiscal year ending June...

SRS: Reminder—File for parcel tax exemption by May 31

If you wish to file for an exemption from the annual $125 Evergreen School District parcel you must do so by May 31. You may do so if your...

SRS: Itemized deductions for California?

Even if you claim the standard deduction on your Federal return you may want to take an itemized deduction on your California return. Many taxpayers do this to reduce...

SRS: Sites for free tax preparation for seniors

On Thursday mornings there is an AARP/IRS sponsored site for free income tax preparation at The Villages. Thursdays might not be a convenient day for you, or perhaps there...

SRS Notice: You might receive a new Medicare card

How would you react if you received a new Medicare card in the mail along with a letter telling you to destroy the old one? It all looks official,...