DianeW777
Employee Tax Expert

Retirement tax questions

No, you cannot add a second SSA-1099 for yourself. You must add the boxes together and enter them as though it was one form. 

 

You may have two scenarios taking place based on your information. 

  1. A repayment of social security that was received in a prior year. This might be considered a 1321 repayment depending on your circumstances and the amount.
    1. What is a claim of right repayment?
  2. A lump sum payment in 2025 for more than one tax year.
    1. What is a lump sum Social Security payment?

Please update here with details  if you have more questions.

 

@AP1015 

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