Q: I was told that I received an overpayment of Social Security benefits. A: You should be receiving a tax form SSA-1099 in January 2026 with a negative amount in box 5. See IRS Publication 915 which ...

If you receive Social Security or Social Security Disability Insurance (SSDI) income, you will also receive a Form SSA-1099 from the government. This form tells you the total amount of your benefits ...

Tax season is almost upon us, and it might be a good idea to get prepared ahead of time. If you receive Social Security benefits, you might not have to file taxes for 2025, but it depends on your ...

A woman from Coal Valley writes: "I am getting ready to prepare my income taxes for 2007. I know I received an SSA-1099 notice in the mail from the Social Security Administration which listed the ...

Question: I have put off doing my taxes until now, and I just found out that I may have to pay federal taxes on part of my Social Security benefit. Is this true? Answer: If you file a federal tax ...

Social Security is generally considered a tax-free benefit, but that is not always the case. Depending on the amount of alternate income that you have in retirement and your filing status, you could ...