Bumping this up.
Guess who just got a SSA-1099 in the mail, for the $$$ that SS incorrectly gave me and that I then gave them back.
I feel like I’m in a Kafka-esque nightmare.
That’s because I am.
That sounds bad, VH. I’m sorry for the stress. Drink good wine tonight?
I’m sure it will be worked out eventually. What a pain.
You can try getting SSA to fix it or just report it and then report a negative offset in the same amount, which is completely accurate. I had to do that one year when a refund of attorney fees I had paid to get out of a house purchase (the broker’s fault and the broker then reimbursed what I paid outside counsel) got reported as 1099-MISC. Never got audited.
^^I would definitely do this if your income causes a portion of the SS to be taxable. The IRS computers will cross match to see if the taxable amount is on the SS line.
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I nominate @oregon101 for Best Emojis of the Year.
I feel better knowing you are all on my side.
Not much better, but a little bit better. I plan to call my accountant and then call SS tomorrow.
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Ack! VH, what a friggin headache!
If you can’t get the SSA to give you a corrected 1099 showing no income, I’d follow @AboutTheSame’s advice. And make sure you save all the paperwork showing what happened, along with the cancelled check showing you paid the money back.
If the IRS has a beef, most likely what will happen is that in 3 years you will get an automatically generated letter from the IRS because the 1099 income will be missing from your tax return. You can reply to this letter explaining why you have no income and owe no tax, and give copies of the documents that support you, and that will likely be the end of it.
Frustrating, though, I’m sure.
H and I are planning to go to SS office to file and suspend. I have put it off because I was waiting to hear from you regarding your situation.
I appreciate the fact that you are keeping us up to date.
We are all on your team and sweating for you.
Plus it gets my already high BP up!
I do think that our tax person would be able to get on top of this mess. But of course, it
would cost us and the SS dept.
Wow veryhappy. You called it. That is frighteningly inept on their part. What a pain.
Send a letter to your congressman and Senators briefly outlining your complaint and stating what should be done about it. They have staffs that spend all day doing this stuff for people, and the agencies put special tags on correspondence from Congressmen and will respond much more promptly. It will get fixed then.
Thank you all. I’ve been busy today with work but will now address this by:
- Calling SS and asking for a new 1099
- Calling my accountant and asking for advice, since chances are good I won't get an updated 1099
- Writing my representative and senators for assistance. (Great idea, @dadx.)
VH: call the local office of your Congressman or call his Washington office directly and ask for the person who helps constituents deall with issues like yours. It will be quicker than waiting for a response to your letter.
Thanks, Bromfield. I already sent an email to my representative and one of my senators and already got an acknowledgment from my senator. He invites me to telephone if my issue is urgent, but so far it isn’t. I’ll wait about two weeks before I telephone.
I’m beginning to resent how much time it’s taking me to fix SSA’s mistake. I did have to spend hours on the phone and then actually travel to the local office to give them back their money. Now that I’ve received the incorrect 1099, I anticipate many more hours of involvement.
I reached the SSA. They allege that I’ll have a corrected 1099 in about ten business days. Let’s see – that’s January 26. I’ll give them until February 1 and then, assuming I haven’t received it, I’ll follow up.
Too late to edit my previous post.
No, says the nice lady; not ten days. Thirty days. Business days. So, by the end of February. Anyone want to make a wager?? 8-}
I’ll bet they issue you a corrected 1099… and it will show exactly the same amount as the first one. 
I think @notrichenough has it in 1.