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What do I do when the SSA-1099 includes December 2017 income that was reclaimed January 2018 due to my spouse passing?

Forum|Forum|7 years ago
June 6, 2019
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my spouse died December 2017. in January 2018, the December 2017 payment was reclaimed. So now the SSA-1099 reflects 12 months of income but it should be for 11 months. Do I contact SS to have them send a revision? Do I enter the amount that I think it should be. Or does it get adjusted in my 2018 taxes when I have to file single?

Best answer by AnnetteB6

Since the reclaim of the December payment did not happen until 2018, your 2017 SSA-1099 is correct in showing 12 months of income. Enter the information as you received it.

You should receive a form in 2018 that will show the amount that was reclaimed in 2018.

A

AnnetteB6Answer

Since the reclaim of the December payment did not happen until 2018, your 2017 SSA-1099 is correct in showing 12 months of income. Enter the information as you received it.

You should receive a form in 2018 that will show the amount that was reclaimed in 2018.

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linbob3694

what if after determining the widow was eligible to receive the reclaimed amount she gets a 1099 2017 for the amount for December, husbands month of death.