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Level 1
posted Feb 26, 2025 8:12:20 AM

Fed tax shown withheld on my SSA 1099 is wrong. I requested a correction but not sure if I will get a new version in time. Do I wait or file the incorrect amount now?

I would like to file soon as I do have a fairly large refund coming back to me. Alternatively, can I just put in the correct amount withheld without a corrected 1099?

0 3 618
1 Best answer
Expert Alumni
Feb 26, 2025 8:39:06 AM

Yes, you can file now with your original SSA-1099, with the realization that you will have to file an amended return when the corrected SSA-1099 arrives.

 

NOTE: you may not want to spend your whole refund, if the amended return will cause you to owe tax. Remember that the processing of the original return and of the amended return are totally separate, so you could get a large refund on the original return and have to pay some of it back on the amended return.

 

Of course, since we in the Community cannot see your private tax data, your situation may vary.

3 Replies
Expert Alumni
Feb 26, 2025 8:14:25 AM

I would wait. Until the correction is made, the IRS will have a copy of the original 1099. 

If your return does not match what they have on file, your return will probably get flagged.

Level 1
Feb 26, 2025 8:34:23 AM

OK,  but can I file now with the amount withheld that is shown on my SSA-1099, and then file an amended return after I get the corrected 1099?

Expert Alumni
Feb 26, 2025 8:39:06 AM

Yes, you can file now with your original SSA-1099, with the realization that you will have to file an amended return when the corrected SSA-1099 arrives.

 

NOTE: you may not want to spend your whole refund, if the amended return will cause you to owe tax. Remember that the processing of the original return and of the amended return are totally separate, so you could get a large refund on the original return and have to pay some of it back on the amended return.

 

Of course, since we in the Community cannot see your private tax data, your situation may vary.