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posted Apr 10, 2025 11:29:08 AM

Incorrect SSA-1099

My SSA-1099 is incorrect. They mistakenly took out one payment for Part B that I never had for the amount of $174.70. They are going to refund me the amount and send me a corrected SSA-1099 Form but filing date is in 5 days. I have taxes taken out at 22%. Do I add the $174.70 and deduct 22% and put the new amount into Turbo tax or put what I have and do an amendment later? Thank You

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1 Replies
Expert Alumni
Apr 10, 2025 11:40:03 AM

The simple solution is to file for an extension.  Then as soon as the new SSA-1099 comes in you can make the adjustment and file the return.

 

If you need more time, you can file for an extension with TurboTax.

  • Remember, an extension gives you more time to prepare your taxes, but it does NOT extend the time to pay your taxes.
  • If you have an indication that you will owe taxes, you should make the payment to avoid additional interest and penalties

This will give you until 15 October 2025 to file your taxes.

If you owe taxes, you must pay by April 15th.

 

To file for extension in the TurboTax program

  1. On the menu bar on the left that shows.
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. There will be 4 green boxes
  5. Select Tax Topics
  6. Type Extension
  7. You can start the extension process