Retirement tax questions

tk84 · ‎June 6, 2019

I just started receiving benefits in 2017. Shortly after my benefits started my husband died. When i contacted Soc Sec I asked to terminate my benefits and reapply for widow benefits instead. Payments stopped and I repaid all i had been paid to Soc security in 2017. This is not reflected on my ssa-1099.

The actual termination of my benefits did not get processed until jan 2018 at which time i received the back pay for 2017 widow benefits. Should i just submit my soc security as received and then in 2018 my ssa 1099 should show the return and back pay or something else?

MichaelL1 · ‎June 6, 2019

Social Security did not get this straighten out until 2018, so report the SSA-1099 for 2017 as it was given to you, and then for 2018, the amount on the SSA-1099 should be reduced by the repayment.

So bottom line, report the SSA-1099 for 2017 as you received it on your tax return.