Hello @DaveF1006 et al, an update and a follow-up question:
I ended up filing an extension and today received a corrected Form SSA-1099 from SSA showing that we repaid the full amount the SSA had initially paid us, and thus received no benefits from SSA in 2024. I assume the IRS has received the corrected SSA-1099 as well.
When I file our joint return, is it appropriate to file electronically without an explanation, and proceed as though there was never an original incorrect Form SSA-1099? Or should I file on paper and include a copy of the corrected Form SSA-1099 along with an explanation?
Many thanks!
