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April 15, 2024
Question

I have an entry in Box 4 on my SS Benefit statement. The form doesn't include box 4 on tax preparation

  • April 15, 2024
  • 1 reply
  • 0 views
How can I add Benefits in Box 4 on tax form

1 reply

DawnC
Employee
April 15, 2024

Box 5 includes Box 4 - you do not have to enter Box 4; TurboTax gets that information from Box 5.    Your gross benefits are shown in box 3 of Form SSA-1099 or RRB-1099. Your repayments are shown in box 4. The amount in box 5 shows your net benefits for 2023 (box 3 minus box 4). Use the amount in box 5 to figure whether any of your benefits are taxable.

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