Statement SSA-1099 and Medicare

[Belendez1]

We both are Federal retirees, I get both SSA and federal pension. I received SSA-1099 but he didn't.

My husband was under the federal retirement old system and gets minimal SSA benefits based on his military service. In 2021, his benefits where not enough to cover Medicare Part B and we had to send a check in for the difference. monthly.  So he does not receive a SSA check anymore as all is used to pay Medicare Part B.

Do I report his SSA earning? 

SSA should have created the SSA but they no longer issue one.  The last one we got was 2020..

Does this mean I dont have to report SSA benefits for him?

Thank you. I have tried to get the answer but cant and would like to finish my taxes.

[MinhT1]

You do have to report your spouses's SSA benefits before deduction of the Medicare Part B premiums. 

If you did not recive his form SSA-1099, you could go to his account on ssa.gov to print it out. If he does not have an account on ssa.gov, he can create one.

[Belendez1]

This makes sense to me. Last SSA-1099 was in 2020.

He has a SSA account and there is no SSA-1099 for him.

In my SSA account I can find mine.

Guess they don't issue one as he doesn't get any money. 

We are trying to call them because they should issue one to show us both the Medicare and SSA benefits.

Thanks for your help.

[Belendez1]

We spoke to SSA regarding no SSA-1099.  They told us that since he receives no money benefit from social security   there is nothing to report.  So there are two issues here as they don't tell you what are the monetary SSA benefits, so what do you report?  Do they report to the IRS as they never issued a 1099?

We do taxes based on information reported to us which in turn is reported to IRS.

[ThomasM125]

It should be relatively easy to determine what his Medicare premiums are, so the social security benefits would be the Medicare premiums for the year less what you pay. Enter that as his social security benefits. The benefits were not be reported to the IRS if they didn't send you a copy of the form 1099-SSA.

You are required to report social security benefits even if not reported to you.

@jkguharden

[Belendez1]

Surely you are right, however not every individual that does their taxes realizes what is the situation! SSA should be required to send the SSA and not put the burden on the taxpayer! if I’m required to to report they should be required to send the information! 

thanks you,