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Deductions & credits
[Edited]
Since she died in December 2023, it seems that the claw-back would be for January 2024 pension payments, not 2023 pension payments. If so, nothing would need to be done regarding the claw-back because the payers would not be issuing any 2024 Forms 1099-R reporting the income.
‎July 16, 2024
4:29 PM