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SSA-1099 Received with Incorrect Social Security Amounts.

RG
Level 3

I have a client that says her SS form is incorrect.  She says she recieved $15100.00  .  The SSA 1099 says she recived 11455.00. The difference is $3545.00 which is the amount they said she owed  because she received too much in benefits.  She wrote a check and stopped payment on  the check. She never paid the $3545.00.  What is the correct way to handle this issue?

 

 

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IntuitCharlene
Moderator
Moderator

You may want to contact the issuer of the SS Form to get a corrected copy. If the amounts on the tax return are different then the source document filed with the IRS it may cause problems later on. 

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1 Comment 1
IntuitCharlene
Moderator
Moderator

You may want to contact the issuer of the SS Form to get a corrected copy. If the amounts on the tax return are different then the source document filed with the IRS it may cause problems later on. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post
**Click "Mark as Best Answer " to mark the post that answers your question.