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New Member
posted Mar 23, 2023 7:06:11 AM

What do I do with benefits repaid to ssa in Box 4?

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Level 15
Mar 23, 2023 7:08:22 AM

On your tax return you report the amount in box 5 only.  Box 5 is the result of box 3 minus box 4.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

 

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099