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Montelongo v. Dudek — Magistrate judge recommends reversal and remand for a proper symptoms analysis

Reported / Citable

Case
Carolina Montelongo v. Leland C. Dudek
Court
U.S. District Court for the Western District of Texas
Judge
Richard B. Farrer
Date Decided
January 20, 2026
Docket No.
5:25-CV-00057-OLG-RBF
Topics
Social Security; Disability Benefits; Residual Functional Capacity; Symptom Evaluation

Background

Carolina Montelongo sought judicial review after the Social Security Administration denied her applications for disability-insurance benefits and supplemental-security income. An administrative law judge found that she had several severe physical impairments but retained the residual functional capacity to perform the full range of sedentary work. Although the ALJ found that she could not return to her past work as a hand packager, the ALJ concluded that other jobs existed in significant numbers in the national economy.

Montelongo argued that the ALJ failed to properly evaluate her symptoms under 20 C.F.R. § 404.1529(c)(3) and Social Security Ruling 16-3P. She particularly challenged the failure to explain why her reported inability to sit for extended periods did not result in a sit-stand limitation or another restriction in her residual functional capacity.

The Court’s Holding

Magistrate Judge Richard B. Farrer recommended reversing the Commissioner’s decision and remanding for further administrative proceedings under sentence four of 42 U.S.C. § 405(g). The magistrate judge concluded that the ALJ committed legal error by failing to conduct an adequate SSR 16-3P analysis of Montelongo’s symptoms.

The report explained that Montelongo’s complaints about prolonged sitting were relevant and supported by record evidence, including reports of hip, back, and foot pain, lower-extremity swelling, sciatica, and diabetic neuropathy. The ALJ acknowledged some of those complaints but did not give specific reasons for excluding related limitations from the residual-functional-capacity assessment. The report did not require the ALJ to adopt a sit-stand limitation on remand, but called for a more robust symptoms analysis, further record development as needed, and specific reasons supporting the weight assigned to Montelongo’s symptoms.

The error was not harmless because sedentary work generally requires approximately six hours of sitting during an eight-hour workday. If proper consideration of Montelongo’s symptoms results in a reduced sitting capacity, the residual-functional-capacity assessment may change and new vocational-expert testimony may be necessary.

Key Takeaways

  • When record evidence makes an SSR 16-3P factor relevant, an ALJ must meaningfully address it and explain the treatment of the claimant’s symptoms.
  • A conclusory statement that subjective complaints are inconsistent with the record does not substitute for specific, evidence-supported reasoning.
  • Failure to evaluate a claimed sitting limitation can be prejudicial when the ALJ finds the claimant capable of the full range of sedentary work.

Why It Matters

The report underscores that an ALJ’s residual-functional-capacity analysis must reveal how relevant symptom evidence was evaluated. Courts may remand when the decision acknowledges a potentially work-preclusive complaint but does not explain why the resulting limitation was rejected.

The recommendation also illustrates the importance of vocational evidence when a claimant may need to alternate between sitting and standing. Because the vocational expert did not address such a limitation here, a revised assessment could affect the available-jobs determination.

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