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Level 3
February 19, 2024
Question

SSA-1099 is WRONG

  • February 19, 2024
  • 1 reply
  • 8 views

I have been fighting with SS and Medicare for almost a year.  My husband passed away last April.  I notified Medicare immediately.  They still took his next month's premium through auto pay from our joint checking account. After many, many phone calls, escalations and requests for reconsideration they finally (later part of December) auto deposited a check for the overpaid premium less federal income tax into our joint account.  I contacted them again and escalated it and file another reconsideration request.  This was not a SS benefit to me, and my husband did not receive SS because the fire department opted out of SS.  It was not income to either of us.  It was a REIMBURSEMENT for an OVERPAYMENT of a Medicare PREMIUM for my HUSBAND.  But they insist they are right and say they have no other way of reimbursing me.  The first SSA-1099 I received for me was right.  Then I got a second one which attributed the reimbursement of premium for my husband to my SS income and the tax withheld to my tax withheld.  When I input the information into Turbo Tax, I subtracted the erroneous income to me, but I left the tax actually withheld.  I need a way of explaining the problem to the IRS because the amounts I am reporting via the SSA-1099 section don't match the 2nd SSA-1099 I received.  The program won't let me double click on the space to add a supporting statement.  How do I include a statement of explanation?  What do I do?

    1 reply

    Level 15
    February 19, 2024

    I am not sure how to untangle this----but could you clarify a bit?

     

    Do you have other 2023 income besides your Social Security?

     

    If so, when you enter the other income and the SSA1099 into the software, do you have an amount on line 6b of your Form 1040?

     

    What happens to line 6b without the medicare premium?  What happens when you enter it?

     

    Is the amount of the reimbursed Medicare premium around the typical monthly amount for Medicare-----about $170?   Or was it more?   It seems like you said it was for one month.

     

    Is the real problem the effect this Medicare premium is having on your tax due or refund, or is the problem just in how to enter it into the software?

    **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.**
    Level 15
    February 19, 2024

    @Jo_Andy Oh----and to look at your Form 1040

     

    PREVIEW 1040

     

    https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

    Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

    **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.**