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Retirement tax questions
Thank you for your quick reply and so sorry if I was not clear. You have it all wrong. I have no repayments at all. I never did repay anything cause I never got it in the first place. Forget any repayment issue. You did not understand what I was trying to convey. All of your tips & advice - I've already done. It's moot.
I have done all my research, contacted everyone there is to contact; IRS advocate, CPA, SSA, lawyers, etc. NO ONE CAN HELP UNTIL I GET THE CORRECTED 1099. Even the SSA individual offices say they cannot help, only the payment center which we don't have access to.
My Congresswoman's office is working on this but said 'it does not look good' because of the changes in the Federal agencies.
The SSA 1099 shows more than double (including the lawyer's fees) of what I actually received. I desperately need the CORRECT amounts for the last 3 years to amend each tax return for the last 3 years as well as the correct amount for 2024. With this incorrect information in BOX 3, I will be owing the government way more than what I should.
My lawyer gave me the Area Director's office. The woman I spoke too is investigating now. She tells me she sees NO requests whatsoever for a correction to be made (last 60 days- requests made in person, by Congresswoman, by lawyer-by phone, in person, fax, etc).
Ugh. Such a nightmare. Hopefully this woman will get to the bottom of it. She can clearly see the numbers are wrong.