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Retirement tax questions
No, do not omit any amount reported in the 1099 SSA. WEP payments are taxable Social Security payments. If your husband’s Social Security was reduced in the past because he had a “non-covered” government pension, like a teacher or police pension, those reductions ended in January 2024.
Since the law applied retroactively to January 1, 2024, many people received a large lump-sum payment in 2025 or 2026 to pay back the amount that was previously withheld.
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Friday