My spouse died in Feb 2024. Social Security paid 2 months, and then pulled back one month of his benefits. After filing for the 1 month of benefits, I received payment for the 2nd month. His SSA-1099 shows 2 months of benefits instead of 1. I also received a SSA-1099M with the 1 month that was then paid to me. I have called the SS office for an amended SSA-1099 in Feb, but have not received it yet. I do not want to pay taxes on income we did not receive. What is the best way to report this in the tax software in order to file by 4/15/25? I owe money in taxes and do not want to overpay. Any suggestions?
