RogerD1
Employee Tax Expert

Retirement tax questions

The form shows the Net Benefits you received in box 5 of your SSA-1099 forms, which is $49,630 - it looks like one of you received $35,590 and one of you received $14,040 which should match the amounts that were in box 5 of your SSA-1099 forms.  Recheck your entries on the Social Security entry screen to be sure that they are correct.

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