rjs
Level 15
Level 15

Retirement tax questions

Did you pay back the benefits in 2016? If you had to repay Social Security Benefits, the amount you repaid should be in box 4 on your Form SSA-1099. You don't enter that amount anywhere in TurboTax. It has already been subtracted from the net benefits in box 5. Just enter the box 5 amount in TurboTax as it appears on the SSA-1099. That takes care of the repayment.

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