In 2015 I claimed Social Security Benefits which I had to return in 2016 because I earned more than the allowable. How do I report/claim this refund.

mandjcarroll · ‎May 31, 2019

DoninGA · ‎May 31, 2019

Did you also receive SS benefits in 2016 and were those benefits reduced by the amount of repayment in 2016?

mandjcarroll · ‎May 31, 2019

Thank you for your question. I did receive SSA benefits in 2016. They were not reduced by the amount of the repayment. The repayment was a 1 time payment of the full amount owed.

SweetieJean · ‎May 31, 2019

Right, but your 2016 SSA-1099 will likely show the repayment, so wait for it to arrive.

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In 2015 I claimed Social Security Benefits which I had to return in 2016 because I earned more than the allowable. How do I report/claim this refund.

Retirement tax questions

Retirement tax questions

Retirement tax questions