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How can I apply for refund of social security benefits taxes
Second opinion] how can I apply for refund of social security benefits taxes withHeld in 2015 AND 2016 due to repayment of benefits in 2016 AND 2017? My box 4 for 2017 SSA 1099 is less than box 3.I am… read more
PhillipsEsq.
PhillipsEsq.
Attorney-at-Law
JD
59 satisfied customers
I'm confused about whether my Social Security for 2016 is
I'm confused about whether my Social Security for 2016 is taxable or not (yes, I'm late filing -- I did submit a late filing in Apr 2017 and paid $1000 at that point, but I'm juts filing 2016 as well … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,324 satisfied customers
CPA or Social Security retirement benefits expert only:
CPA or Social Security retirement benefits expert only: Social Security just sent me a notice that I was overpaid for Social Security retirement the year I turned 66. I am aware that they only deduct … read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,324 satisfied customers
I am working on 2017's Tax and received the 2016 1099-SSA
I am working on 2017's Tax and received the 2016 1099-SSA Form awhile back. When can I expect to receive a completed form SSA-1099 for 2017 ?? I Ilive in Hartford CT. … read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I got a Form SSA-1099 for Social Security. Box 5 ($12,000)
I got a Form SSA-1099 for Social Security. Box 5 ($12,000) is easy enough, that is the benefits paid to the TP. But in Box 3 ($19,000) benefits paid in 2017 and box 4 ($7,000) benefits repaid to SSA i… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
2,872 satisfied customers
I have a detailed question, if that is OK? OK. My mother
OK. My mother received Form 1099-SSA for tax year 2016 in Jan.2017. The net benefits box(Box 5) was incorrect. SSA was showing $6K in net benefits but my mother didn't deposit any checks in 2016 or 2017 for 2016. She returned them to SSA and asked for a amended 1099-SSA on 2/6/17. Never rec'd a response. On 3/22/17, I went to the local SSA office with my mother and someone there told me that an inquiry was placed with a different office. Again, no reply. So, I filed an extension for my mother by 4/15/17. On 4/26/17, we went again to the local SSA office and was told that the correction will be made by the time the next 1099-SSA is issued in 2018 for 2017. Basically, to come to the local SSA office and touch base with them. Do I have to report $6K of income as stated on form 1099-SSA for 2016 even though my mother did cash/deposit any of the checks? … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,294 satisfied customers
On 12/31/2014 I retired from Federal Service. Prior to the
On 12/31/2014 I retired from Federal Service. Prior to the aforementioned date I was receiving each month survivor's benefits. The SSA, although I informed them of my pending retirement sent me in 201… read more
Rick Martin
Rick Martin
MBA
92 satisfied customers
I started started receiving Social Security benefits after a
I started started receiving Social Security benefits after a layoff, with 25% of benefits going to the IRS. I have since completed withdrawal from benefits and repaid benfits including the part paid t… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,324 satisfied customers
I received a lump sum social security payment, but went back
I received a lump sum social security payment, but went back to work and now they are requiring me to repay it. I have set up a payment plan to do so. I got a tax statement for the amount I received i… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,324 satisfied customers
my husband retired from the federal government and his annuity
my husband retired from the federal government and his annuity starting date was 9/13/2001. He was 51 and I was 37. He does not have a survivor benefit. Each year his 1099r has block 2a(taxable amount… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,629 satisfied customers
On my 2011 Federal 1040 Tax Return I reported on Line 20a the
On my 2011 Federal 1040 Tax Return I reported on Line 20a the $5,040 from my 2011 Form SSA-1099 Social Security Benefits that I earned and the Taxable Amount on Line 20b of $4,283. I was recently advi… read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
2,290 satisfied customers
I have been on long term disability since 2009. I was finally
I have been on long term disability since 2009. I was finally approved for social security in 2011. Social security paid me back pay from 2009 through 2011. All of that money had to be forwarded to my… read more
PDtax
PDtax
Owner
Master's Degree
4,310 satisfied customers
Taxes - Need help! I have a new tax client that has Railroad
Taxes - Need help! I have a new tax client that has Railroad Retirement and I have not handled this type of income before. I have the clients RRB-1099 from 2010. I may have to amend his 2010 taxes bas… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
I have a form 1099-G. There is no income in box 1 and no federal
I have a form 1099-G. There is no income in box 1 and no federal withheld in box 4. But I do have a repayment amount in bx 12 of $1269. When I try to file this in the system it tells me that the repay… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
34,324 satisfied customers
I have a question on repayment of social security income (withdrew
I have a question on repayment of social security income (withdrew from soc security and went back in 2010). I am hoping to find someone who has dealt with the IRS on the calculation of Line 28, sched… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
3,197 satisfied customers
My husband and I plan to repay social security benefits he
My husband and I plan to repay social security benefits he earned from age 62 until now (age 66 1/2) and reapply for social security at his higher monthly rate for his age now. We have the social secu… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My son is 17 years old. He is a high school student and earned
My son is 17 years old. He is a high school student and earned 2874.00 at his part-time job. He received a SSA-1099 for $6972.00. He also received a 1099-INT with box #1 showing 323.63. He also receiv… read more
TaxMomNJ
TaxMomNJ
Tax Advisor
Associate Degree
242 satisfied customers
My husband is receiving social security benefits. In 2007
My husband is receiving social security benefits. In 2007 he had to repay money after his law suit was settled so he had a negative amount for the amount in received during 2007. I had someone do our … read more
Marvin,EA
Marvin,EA
Enrolled Agent
Bachelor's Degree
1,663 satisfied customers
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