Wrong SSA -1099 Form

[Johnnvty]

I received an erroneous SSA-1099 form for 2022. I called SSA and received the corrected SSA-1099 form for 2022 which is still erroneous. I did receive some amount of retirement benefits from SSA in 2022. However, I decided to cancel my Social Security Retirement Benefits and repaid this amount in 2022. SSA cashed my check and sent me a letter in Oct 2022 to confirm its approval of my request to withdraw my claim for all Social Security benefits. My current SSA Benefit Verification Letter of Feb 20, 2023 states that I do not have any current or past Social Security Benefits. I have called SSA and spoke with SSA many times and mailed to SSA my documents showing that I repaid SSA this amount. However, SSA staff still advised me to go ahead with this erroneous SSA-1099 form which said in Box 4. Benefit Repaid to SSA in 2022: NONE which is wrong.

What should I do next?

[ee-ea · Accepted solution]

Put the full amouunt into the return and then back it out

.

Since you received the 1099-MISC, 1099-NEC or 1099-K (1099-Form) you will need to enter it into your tax return.  If the IRS audits your return, you can show them the situation. You can enter the 1099-Form in the 1099 section or you can enter it in the area where you are subtracting expenses.

Follow these steps:

First enter the income:

1. go to the federal income section

2. scroll to the bottom

3. Miscellaneous Income, 1099-A, 1099-C, Start

4. Scroll to the bottom

5. Other reportable income, Start

6. Other taxable income?

7. Select YES

8. Description 1099-Form, box 3

9. Amount, enter your amount, $$$$$

10. continue

Subtract expenses

1. Miscellaneous Income, 1099-A, 1099-C, Start

2. Scroll to the bottom

3. Other reportable income, Start

4. Other taxable income?

5. Select YES

6. Description 1099-Form expenses

7. Amount, enter your amount, must be less than or equal to the amount on the 1099-Form as a negative, -$$$$

8. continue

[Johnnvty]

Thanks for your kind professional advice.