Retirement tax questions

Yes, they are definitely different numbers.  It is $50K and change and $5K and change, which I just rounded for the purposes of the conversation.  I appreciate the advice.  She definitely got $50K, which just makes me very curious about the $5K.  Why would they take SS and medicare taxes out of a non-taxable benefit, (they took 6.5% of the 5K) unless the real MWP is the $50K minus the $5K.  All very curious to me.   Appreciate your thoughts.  Regards

 

Jim