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MFJ. 2022 & 2023 Social Security Received, then Withdrawn, then Paid Back in 2024. No SSA-1099!?! Help! :-)
MFJ status. In 2022 we filed my 62 yr old spouse for Social Security & received $2,466. In 2023 spouse received $6,258. Spouse received $0 Social Security in 2024 (because we filed Form 521 to withdraw her claim).
On 10/29/2024 we repaid Social Security the full amount of benefits spouse had received: $8,724 ($2,466 for 2022 + $6,258 for 2023).
In 2024 I started collecting under my own Social Security (& we've got a phone appointment scheduled with Social Security to file & begin collecting for my spouse as of January 2025).
I got an SSA-1099 for my 2024 benefits. I *thought* I would get one for my spouse for 2024 showing our repayment. I thought that the difference between my 1099 of $18,034 would be offset by my spouse's repayment of $8,724. But Social Security said my spouse will not be getting a 1099 for 2024, because my spouse hadn't received any SS$ in 2024.
So how do I handle this for taxes in Turbotax?