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SensibleandHourly
SensibleandHourly
Level 6
February 26, 2026
Question

SSA-1099SM

  • February 26, 2026
  • 1 reply
  • 8 views

Hello Community, 

So this client has approx $69k in social security benefits but 5k were from 2024 and 20k was from 2023. I'm reading at the IRS site that there is a way to calculate the actual taxable portion of this since you can't go back and amend from prior years, but can't seem to find this mythical way to make this calculation happen. Also, this is the first SS Statement I've run across with attorney fees. 

If anyone has any insight, I would be very grateful, 

Dawn 

https://www.irs.gov/faqs/social-security-income/back-payments/back-payments

 

 

1 reply

ljr
ljr
Level 9
February 26, 2026

middle of the page on the social security input is the link to the worksheet for prior years. You need to do one for each year and you will need prior year filing status and AGI. 

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