Retirement tax questions

@Kathryn1659 if the money was repaid in the same year, no problem  form SSA-1099 should reflect that and it's easy.

 

but if the money was repaid this year and you paid taxes on that income in the prior tax year, then there is a "claims of rights doctrine'

 

if the repayment was under $3000, there is nothing you can do about it.  The extra taxes paid can not be reclaimed.  That is simply the law.

 

If the repayment was over $3000, then redo last year's tax return without that income and determine what the extra tax you paid was.  You can take a credit for that amount on this year's tax return.