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Retirement tax questions
Yes, enter your SSA-1099 as issued.
Your gross benefits are shown in box 3 of Form SSA-1099 or Form RRB-1099. Your repayments are shown in box 4. The amount in box 5 shows your net benefits for 2022 (box 3 minus box 4).
Use the amount in box 5 to figure whether any of your benefits are taxable.
Click this link for more info on Form SSA-1099.
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March 28, 2023
4:26 PM