Thank you! Sadly, I have made the initial contact today to the national SSA phone number. Held for nearly two hours just to reach a live human, then was on the phone with a super nice, but not 100% helpful, gentleman. I laid it all out as I have here, and he thanked me for the well explained explanation. 😏 He checked several sources, but came back to the same thing each time - for me to consult with my "tax professional" though he did kinda suggest since it really was handled in 2023, that I should be able to ignore the 2024 form (?!).
I do feel this is likely a SSA issue, not a "tax professional" issue to suss out. My gut feeling is that technically the 2023 SSA-1099 should be revised, but at the same time, I don't particularly want to revise 2023 taxes. Ugh. So it's frustrating to burn up 2.5 hours of my time with SSA today to be no closer to a real answer than where I was before. 😫
But maybe, fingers crossed, someone here has dealt with something similar, or TT has a magic form or something somewhere that will take care of this. I doubt it, but worth a try before I escalate things!
