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How to report social security retirement benefits repayment for 2024 tax year?
In July 2023, I took early social security retirement benefits. In March 2024 I cancelled my social security retirement benefits and repay everything back to social security. I received SSA-1099 for 2023 and 2024. The social security benefits I received were taxed in 2023. How do I report in my 2024 tax filings that all social security benefits were repaid in March 2024? How do I amend my 2023 tax (filed) about this adjustment?
‎February 15, 2025
6:51 AM