BigPoppy627
Returning Member

My wife received form SSA-1099 for 2021 that say it *Includes amounts paid in previous years.

My wife received form SSA-1099 for 2021 that say it *Includes amounts paid in previous years. However we did not receive SSA-1099 in the previous years. The 2021 form also shows most of the amount showing in the "Includes" as Benefits Repaid to SSA in 2021.

Are these amounts noted as "Includes:" on the bottom of the form to be reported as lump sum payments from previous years listed even though we don't have previous SSA-1099s and a substantial amount is shown as repaid In Box 4?

I tried entering the info that way as lump sums for previous years, but I get an error during the final check and I do not have forms from previous years to enter additional info from.

My wife had been fighting SSA for YEARS trying to get her benefits and the award had been revised several times, before finally receiving small payments.