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Level 1
June 4, 2019
Solved

Social Security deductions

I have  form SSA-1099 for Social Security Benefits. Box 4 States Benefits Repaid to SSA in 2016. Do I claim this on my tax return? If so how?
Alumni - Champ
June 4, 2019
That number has already been deducted from Box 3 (gross benefits) to arrive at Box 5 (taxable benefits), which is what will carry over to your tax return. (It even says so in the description for Box 5.)

1 reply

Alumni - Champ
June 4, 2019
That number has already been deducted from Box 3 (gross benefits) to arrive at Box 5 (taxable benefits), which is what will carry over to your tax return. (It even says so in the description for Box 5.)