HelenC12
Expert Alumni

Retirement tax questions

You don't need to enter SSA-1099 Box 3 and Box 4 in TurboTax. Your gross benefits are shown in box 3 of Form SSA-1099. Your repayments are shown in box 4. The amount in box 5 shows your net benefits for 2022 (Box 3 minus Box 4). You only report the amount in Box 5 to figure whether any of your benefits are taxable. 

 

Additional information: IRS Publication 915

 

 

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