topic If the dollar amount of my soc sec benefits is wrong in the refund amount box, should i complete the application. in Retirement tax questions

If the dollar amount of my soc sec benefits is wrong in the refund amount box, should i complete the application.

rcrawford1945 — Wed, 11 Feb 2026 04:43:29 GMT

my soc sec benefits was 3600 dollars, but in the refund box it shows 3060 dollars. should i complete my application or not?

Re: If the dollar amount of my soc sec benefits is wrong in the refund amount box, should i complete the application.

xmasbaby0 — Fri, 02 Feb 2024 16:43:34 GMT

It is not clear what you are looking at. Did you receive a SSA1099 for Social Security benefits that were paid to you in 2023? What "refund box" are you referring to? Where do you see it?

Re: If the dollar amount of my soc sec benefits is wrong in the refund amount box, should i compl...

JamesG1 — Sun, 04 Feb 2024 20:41:30 GMT

Are you referring to benefits repaid in box 4 of the SSA-1099 Social Security Benefit Statement?

In your example, if box 3 is $3,600 and box 4 is $3,060, you would report the $540 remaining in box 5 as your net benefits received in 2023.

The $540 would be reported as Social Security (SSA-1099) under Federal, Wages & Income and Retirement Plans and Social Security.

@rcrawford1945