My SIL died in 7/2022. Later that year we received a letter from SSA that they overpaid her benefits in the amount of $1753, which we promptly remitted to SSA from the estate. We received a letter later from SSA stating their request for the overpayment was in error and the estate did not owe the $1753. After furnishing all required information regarding the estate, in early 2023, a reimbursement check was issued to her estate and paid to my husband upon liquidation as the beneficiary.
We have now received a 2023 form SSA 1099 in my SIL's name and under her SS# showing this as income to her estate in 2023.
How do we adjudicate this with regard to filing taxes on this amount?
