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Level 1

Question

If the dollar amount of my soc sec benefits is wrong in the refund amount box, should i complete the application.

Forum|Forum|2 years ago
February 2, 2024
2 replies
31 views

my soc sec benefits was 3600 dollars, but in the refund box it shows 3060 dollars. should i complete my application or not?

TurboTax Free Edition Online

Level 15

It is not clear what you are looking at. Did you receive a SSA1099 for Social Security benefits that were paid to you in 2023? What "refund box" are you referring to? Where do you see it?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Alumni - Intuit

Are you referring to benefits repaid in box 4 of the SSA-1099 Social Security Benefit Statement?

In your example, if box 3 is $3,600 and box 4 is $3,060, you would report the $540 remaining in box 5 as your net benefits received in 2023.

The $540 would be reported as Social Security (SSA-1099) under Federal, Wages & Income and Retirement Plans and Social Security.

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