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Form field | Folder Screen | Field | Statement column |
|---|---|---|---|
Box 1 - Claim Number | Retirement SSA-1099 | Claim Number | N/A |
Box 1 - Payee Code | Retirement SSA-1099 | Payee Code | N/A |
Box 2 - Recipient's Identifying Number | Retirement SSA-1099 | Code the screen unit to T or S to indicate if the Recipient is the Taxpayer or the Spouse. | N/A |
Box 2 - Name | Retirement SSA-1099 | The application uses the Name from the General screen when you select T or S. | N/A |
Box 3 - Gross Social Security Equivalent Benefit Portion of Tier 1 paid in 2025 | Retirement SSA-1099 | Box 3 Gross Social Security Equivalent Benefit Portion of Tier 1 paid in 2025 | N/A |
Box 4 - Social Security Equivalent Benefit Portion of Tier 1 repaid to RRB in 2025 | Retirement SSA-1099 | Box 4 Social Security Equivalent Benefit Portion of Tier 1 repaid to RRB in 2025 | N/A |
Box 5 - Net Social Security Equivalent Benefit Portion of Tier 1 paid in 2025 | Retirement SSA-1099 | Box 5 Net Social Security Equivalent Benefit Portion of Tier 1 paid in 2025 | N/A |
Box 6 - Worker's Compensation Offset in 2025 | Retirement SSA-1099 | Box 6 Worker's Compensation Offset in 2025 | N/A |
Box 7 - Social Security Equivalent Benefit Portion of Tier 1 paid for 2024 | Retirement SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received, and Reported on RRB |
Box 8 - Social Security Equivalent Benefit Portion of Tier 1 paid for 2023 | Retirement SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received, and Reported on RRB |
Box 9 - Social Security Equivalent Benefit Portion of Tier 1 paid for years prior to 2023 | Retirement SSA-1099 | Lump sum social security benefits | Year Pymt Rec for, Lump Sum Payment Received, and Reported on RRB |
Box 10 - Federal Income Tax Withheld | Retirement SSA-1099 | Box 10 Federal Income Tax Withheld | N/A |
Box 11 - Medicare premium total | Retirement SSA-1099 | Box 11 Medicare premium total | N/A |