Can I ignore SSA-1099 SS benefit statement because I started to receive the benefit in January 2016. but I cancelled it and repaid all benefits in October 2016

kuni — Sat, 01 Jun 2019 06:44:41 GMT

Yes and No. Yes -- You can ignore the form if the amount...

IreneS — Sat, 01 Jun 2019 06:44:43 GMT

Yes and No.

Yes -- You can ignore the form if the amount in Box 5 of SSA-1099 is zero (0) (or it is blank).

No -- Don't ignore the form if there is an mount in box 5. Box 5 is a net amount, taking into consideration the repayments made.

The SSA-1099 is broken down like this:

TurboTax only asks for box 5 - the net amount. [See Screenshot #4, below.]

If the repayments you made do not show in Box 4 of the statement, contact the Social Security Administration to request a corrected SSA-1099.

To enter Social Security income please follow these steps:

Click on Federal Taxes > Wages & Income.
In the Retirement Plans and Social Security section, click on the Start/Revisit box next to Social Security (SSA-1099, RRB-1099) [See Screenshot #1, below.]
On the next screen, Social Security Benefits, mark the Yes box and click Continue. [Screenshot #2]
On the screen Tell Us About the Benefits You Received, mark the box for Social Security benefits (Form SSA-1099). [Screenshot #3]
A set of boxes will appear for you to enter the Social Security benefits for you and your wife. [Screenshot #4]
Click Continue when done.
The next screen will ask if you received any lump-sum payments. Mark the appropriate button and click Continue. [Screenshot #5]