BillM223
Expert Alumni

Retirement tax questions

Of course, we can't see your private tax data, but my guess is that you were receiving a refundable tax credit (hence the refund), but when you entered the income on the SSA-1099, this caused you to owe tax because you likely had no withholding on the SSA-1099 (many taxpayers do not).

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"