SSA-1099 Received with Incorrect Social Security Amounts.

[RG]

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?

[IntuitCharlene · Accepted solution]

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.