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dwoodrum
New Member

Should I include an SSA-1099 for retirement benefits that I paid back in the same year?

I received an SSA-1099 showing income after I repaid it and have not received an adjusted SSA-1099 that I was told would be sent to me by the SSA. How should I handle on my 2016 federal filing?


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Accepted Solutions
AmyW
New Member

Should I include an SSA-1099 for retirement benefits that I paid back in the same year?

Because all tax documents are reported directly to the IRS, you will want to contact the Social Security office to get an adjusted SSA-1099 with any corrections.

View solution in original post

1 Reply
AmyW
New Member

Should I include an SSA-1099 for retirement benefits that I paid back in the same year?

Because all tax documents are reported directly to the IRS, you will want to contact the Social Security office to get an adjusted SSA-1099 with any corrections.

View solution in original post

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