Add a Box to Tell us about the benefits you received page (Federal/ Wages&Income/Retirement Plans and Social Security/Social Security (SSA-1099, RRB-1099). Box states: Are you submitting any W-2 income? If answer is No, then IRS Ogden will continue to process the return without sending it to their Rejects Department.
On May 08, 2024, I received a letter from IRS Ogden UT, Letter 12C, dated February 28, 2024, #[phone number removed], requesting a W-2 and other Form 1099 information holding up the processing of my refund of $9,510. On May 13, 2024, I faxed my documentation to the Ogden Claims Office explaining that the SSA does not issue W-2’s; they issue SSA 1099’s. (9 page rebuttal)
On July 10, 2024, because of my 2023 Tax Return (TurboTax/Federal Taxes/Wages & Income/Retirement Plans and Social Security/Social Security (SSA-1099) Social Security benefits (Form SSA-1099) Box 6), the IRS Fresno CA, Notice CP13, June 10, 2024, DENIED my request for REFUND and wanted to KEEP my $9,510 Voluntary Withholdings and RECALCULATE my Tax Return showing that I didn’t owe the IRS anything.
On July 19, 2024, I contacted the IRS Disputes Hotline [phone number removed]. They agreed with my dispute and my $9,510 was refunded to me.
On Feb. 21, 2025, I received a letter from IRS Ogden UT, Letter 12C, dated February 13, 2025, again requesting a W-2 and other Form(s) 1099 information holding up the refund of my SSA Voluntary Withholdings. On March 11, 2025, I submitted my rebuttal to IRS Ogden UT attaching both the 2024 Letter 12C and the 2024 CP13. My Voluntary Withholding was quickly refunded to me.
Does every SSA-1099 recipient who doesn’t have any W-2 income receive this treatment?
I realize that this problem will require coordination between Intuit and IRS Ogden UT.
Thank you in advance,
