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Medicare Premiums -We received an income related adjustment and received a refund for premiums paid. Form SSA-1099 had the total amount in Part B. How do I enter refund?

Forum|Forum|7 years ago
June 4, 2019
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During 2016 we were granted an income related adjustment and received a refund of for Clay & Peggy. SSA-1099 did not exclude these refunds in the Medicare Part B. I did not locate any area to submit the refund figures so I subtracted it from the total of our additional medical premiums. Peggy's premiums were paid out of pocket until Nov when she turned 66. Would this be the place I would do this?"

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Best answer by DianeW777

Yes, it's fine to do it this way as long as you know the refund of those premiums is not included in the social security income section of the Form SSA-1099.

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DianeW777Answer

Yes, it's fine to do it this way as long as you know the refund of those premiums is not included in the social security income section of the Form SSA-1099.

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bogeyman62

If SSA withheld Federal income taxes from the refund, and that amount is not included in the SSA-1099, where do you enter that withheld tax amount?

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DianeW777

If federal income tax was withheld and you are sure it is not included in the Form SSA-199 you can enter any additional federal income tax on your return as follows. Be sure to double check your figures and also to have the proof of those withholdings in your file. Be prepared for the IRS to request that proof.

Sign into your TurboTax account > once inside the return select Deductions and Credits on the left
Scroll to Estimate and Other Taxes Paid > Show More > Start/Revisit beside Income Taxes Paid > Scroll to Other Income Taxes Paid in 2022
Continue to Start Withholding not already entered on a W-2 or 1099

This will allow both federal and state additional withholding not entered in any other location.

@bogeyman62

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bogeyman62

Thank you. That takes care of the Withholding tax. Now where do I report the amount of the Medicare Part B premium REFUND amount? The only place that I see is Schedule A, Line 2a, and entered as a negative amount.