Dont send tax questions, tax returns, or payments to the above address. The following adjustment items may have been deducted from your benefits in 2022. Include this amount on your income tax return as tax withheld. You may also be able to access tax law information in your electronic filing software. 4134, Low Income Taxpayer Clinic List. The OPI Service is a federally funded program and is available at Taxpayer Assistance Centers (TACs), other IRS offices, and every VITA/TCE return site. Your payee code is the number following your claim number and is used by the RRB to identify you under your claim number. Income earned by bona fide residents of American Samoa or Puerto Rico. IP PINs are six-digit numbers assigned to taxpayers to help prevent the misuse of their SSNs on fraudulent federal income tax returns. Download the official IRS2Go app to your mobile device to check your refund status. The amount shown here may include Medicare premiums you paid in excess of the amount actually due. If you and your spouse file a joint return, and your Form SSA-1099 or RRB-1099 has a negative figure in box 5, but your spouse's doesnt, subtract the amount in box 5 of your form from the amount in box 5 of your spouse's form. Beginning in July 2022, you became entitled to Medicare, and $170.10 a month was deducted from your benefit checks for Medicare premiums. For more information, see Repayments More Than Gross Benefits, earlier. We welcome your comments about this publication and suggestions for future editions. Blank Worksheets 1 through 4 are provided in this section. This part of the form describes the items included in the amount shown in box 3. If you have Medicare premiums deducted from your benefits, this is the amount withheld during 2022. The best way to start planning for your future is by creating a my Social Security account online. Other important 2021 Social Security information is as follows: Tax Rate 2020 2021 Employee . It is the amount before any deductions were made for: The figure in box 10 is the amount after any deductions were made for: For the period January through March 2022, you received $300 ($100 3 months) Railroad Unemployment Insurance. We use these tools to share public information with you. 575, Pension and Annuity Income. If you had an attorney handle your social security claim, the figure shown here is the fee withheld from your benefits and paid directly to your attorney. Also, the IRS offers Free Fillable Forms, which can be completed online and then filed electronically regardless of income. Direct deposit also avoids the possibility that your check could be lost, stolen, destroyed, or returned undeliverable to the IRS. . This is tax withholding. See, The figure in box 10 includes any lump-sum benefit payment you received in 2022 that is for an earlier year after 1983. This amount is included in the amount shown in box 3. If you receive benefits on more than one social security record, you may get more than one Form SSA-1099. Taxpayers who need information about accessibility services can call 833-690-0598. If you know of one of these broad issues, report it to them at IRS.gov/SAMS. In March 2022, the SSA notified you that you should have received only $2,500 in benefits in 2021. signNow makes eSigning easier and more convenient since it provides users with a number of additional features like Add Fields, Invite to Sign, Merge Documents, etc.