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Death Benefits

I'm on Social Security my son died earlier this year and the Teamsters Union paid out a death benefit to me. It was taxed and I was inquiring is it possible to get that money that was paid in taxes refunded to me

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Death Benefits

Very sorry for your loss.     If tax was withheld from the benefit you received then you should receive a tax document of some sort--likely a 1099-- in late January/early February.   You can include that document and your SSA1099 on a tax return to seek a refund.   We cannot say whether you will receive all of it back---we have no information as to the amounts involved.

 Post back when you receive the tax documents if you need help with entering them.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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