MarilynG1
Expert Alumni

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.

 

@ranamaska 

 

 

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