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workers compensation offset Form SSA-1099

larryzfp
Level 3

Social Security Benefit Statement Form SSA-1099 has

"Workers Compensation offset".

Does this have to be entered anywhere?

 

Thank you! 

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dkh
Level 15

Yes the taxpayer is receiving WC and SS. The SS is reduced by the WC benefits but is taxed on the full amount of SS.   

I also found this....   scroll down to item D 

 https://secure.ssa.gov/apps10/poms.nsf/lnx/0452150090

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8 Comments 8
dkh
Level 15

Is the WC Offset amount in Box 4 Benefits Repaid?    

larryzfp
Level 3
Spoiler
No not repaid. And it is on SSA-1099 for the second year in a row? 
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larryzfp
Level 3

No Workers compensation offset. Seems like it is a reduction in payment.  Box 5 $9760

Box 3

Paid by check  $4675

Medicare B $2429

Part D $98

Workers Compensation offset $2558

Total additions $9760

Benefits For 2020 $9760

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dkh
Level 15

I found this regarding the WC offset   - sounds like you do nothing 

https://ttlc.intuit.com/community/retirement/discussion/my-ssa-1099-has-workers-compensation-offset-...

dkh
Level 15

Yes the taxpayer is receiving WC and SS. The SS is reduced by the WC benefits but is taxed on the full amount of SS.   

I also found this....   scroll down to item D 

 https://secure.ssa.gov/apps10/poms.nsf/lnx/0452150090

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larryzfp
Level 3

Thank you!

dkh
Level 15
You are welcome!
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Hobbygirl
Level 1

Where would the WC offset be reported in turbo tax? Just wondering why it's not with the instructions. I am wondering now if I've done it right?

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