Retirement tax questions
Are you referring to benefits repaid in box 4 of the SSA-1099 Social Security Benefit Statement?
In your example, if box 3 is $3,600 and box 4 is $3,060, you would report the $540 remaining in box 5 as your net benefits received in 2023.
The $540 would be reported as Social Security (SSA-1099) under Federal, Wages & Income and Retirement Plans and Social Security.
