Answered: Client died in 11-26-18 but SSA-119 reported 12 months' benefits. Widow refunded December's benefits. Will SSA adjust this in the following year or should I use 11/12ths?

Greta · ‎12-07-2019

itonewbie · ‎12-07-2019

The SSA probably failed to update their system on time to reflect the money returned in Dec (or that the refund may have been processed and/or posted only in Jan). Your client could contact the SSA to issue a Corrected SSA-1099.

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Still an AllStar

View solution in original post

itonewbie · ‎12-07-2019

The SSA probably failed to update their system on time to reflect the money returned in Dec (or that the refund may have been processed and/or posted only in Jan). Your client could contact the SSA to issue a Corrected SSA-1099.

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Still an AllStar

Client died in 11-26-18 but SSA-119 reported 12 months' benefits. Widow refunded December's benefits. Will SSA adjust this in the following year or should I use 11/12ths?

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