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Robert Coats Robert Coats is offline
Retired in Georgia
 
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Join Date: Oct 2001
Location: Marietta, Georgia
Posts: 1,401
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Help Decoding Social Security 1099 Form

Mrs. Robert and I started drawing Social Security retirement benefits last fall. Today, we got our 2023 "SSA-1099" forms, and I don't understand Box 4, 'Benefits Repaid to SSA in 2023.'

The gross (Box 2) was a bit over $20k, and Box 3 says about $9k was 'repaid' for a net of about $11k. I reviewed the deposit history, and the total matches $11k.

So what is Box 2, 'gross', and where does this number come from?

What is Box 3, 'repaid' and how is it calculated?

Anything else I need to know?

Thanks in advance!
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-Robert Coats
Old 01-22-2024, 03:37 PM
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