Hi,
I applied for Social Security (SS) in 2024 to begin in 2025. I then submitted SSA 521 Request for withdrawal of application on 3/9/2025. Unfortunately, the form wasn't processed until Oct 2025 and I kept receiving monthly benefits, in spite of multiple visits to local SSA office and countless calls to SSA. A SS representative somehow stopped the payments. However, I received benefits for eight months against which my Medicare Part B were deducted. I finally received a letter on 12/3 to remit a check to repay the benefits + cost of Medicare in full. The check I sent to SS Philadelphia on 12/6 was received by on12/9. The check cleared my account on 12/23. Meanwhile SSA emailed a SSA 1099 form to my SS inbox noting benefits paid in Box 5.
I've been on the phones again requesting a corrected SSA 1099 to reflect the benefits were repaid in full in 2024.
On 2/26, a SS agent said she would have a supervisor call me within 5-7 days. Unfortunately, on 2/26,I received an email to my SS inbox that a representative from the local office would call me today. Well, the call never came. I need to file my taxes and have zero confidence that SS will issue a corrected 1099 form this year.
I file taxes through Turbotax. Given this situation should I mail in my taxes and include the supporting documentation that confirms the SS and Medicare were repaid in full in 2024 and SS never reissued a corrected SSA 1099.
Should I file my taxes manually and include supporting documentation on this matter or what other options are available to me.
Thank you
