Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 6, 2019 6:59:55 AM

SSA 1099 box 5 says to enter the net SS benefit. However, the SS 1099 actually has the gross benefit in box 5 including the amt. pd. for Medicare ... is this an error?

0 10 15525
1 Best answer
Level 15
Jun 6, 2019 6:59:55 AM

No, it's not an error. The "Net Benefits" in box 5 is just the net after subtracting any repayment. As it says in box 5, it is the total benefits in box 3 minus any repayment in box 4.

The amount in box 5 is the net amount that Social Security paid out, after accounting for any repayment. It's not supposed to be the amount you actually received. The fact that some of what they paid went towards your Medicare premiums does not change the fact that they paid it. The Medicare premiums are not supposed to be subtracted from box 5. It's the same as if they sent you the full amount and you wrote a check to Medicare.

You enter the amount in box 5 in TurboTax.

10 Replies
Level 15
Jun 6, 2019 6:59:55 AM

No, it's not an error. The "Net Benefits" in box 5 is just the net after subtracting any repayment. As it says in box 5, it is the total benefits in box 3 minus any repayment in box 4.

The amount in box 5 is the net amount that Social Security paid out, after accounting for any repayment. It's not supposed to be the amount you actually received. The fact that some of what they paid went towards your Medicare premiums does not change the fact that they paid it. The Medicare premiums are not supposed to be subtracted from box 5. It's the same as if they sent you the full amount and you wrote a check to Medicare.

You enter the amount in box 5 in TurboTax.

New Member
Jun 6, 2019 6:59:57 AM

Thank you ... your answer was very helpful ... now I understand.

Level 15
Jun 6, 2019 7:00:00 AM

enter the amount shown in the box on your document.

New Member
Jan 5, 2020 7:24:15 PM

14888 I paid a levy in 2017 for taxes 2018 food stamps which I shouldn’t had to pay back on disibility 

New Member
Jan 5, 2020 7:25:25 PM

Spoiler
Tax levy was for 371.10 box 3 had income set as 14,472.90$

New Member
Jan 5, 2020 7:26:40 PM

Not Medicare for snap 371.90

New Member
Jan 5, 2020 7:27:53 PM

What spoiler 

New Member
Jan 19, 2020 7:10:12 PM

  • 1689

New Member
Jan 19, 2020 7:13:31 PM

1689

Expert Alumni
Jan 20, 2020 11:31:36 AM

No, this is not an error.  TurboTaxes net benefits terminology comes directly from the IRS. 

 

This is from IRS Publication 915 which shows net benefits as defined is the result of subtracting the figure in box 4 for the figure in box 3.