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Client died in 11-26-18 but SSA-119 reported 12 months' benefits. Widow refunded December's benefits. Will SSA adjust this in the following year or should I use 11/12ths?

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Level 15

The SSA probably failed to update their system on time to reflect the money returned in Dec (or that the refund may have been processed and/or posted only in Jan).  Your client could contact the SSA to issue a Corrected SSA-1099.

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Still an AllStar

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Level 15

The SSA probably failed to update their system on time to reflect the money returned in Dec (or that the refund may have been processed and/or posted only in Jan).  Your client could contact the SSA to issue a Corrected SSA-1099.

---------------------------------------------------------------------------------
Still an AllStar

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