Can I offset SSA benefits received in 2016 with a repayment of excess benefits made in 2017?

christineegoss · ‎June 4, 2019

My wife received $19,500 in Social Security benefits in 2016. Based on her earned income she received $6300 too much in SSA benefits for 2016. We paid back the $6300 in February 2017. Can I offset the $19,500 benefits received in 2016 with the $6300 paid in 2017 on my 2016 income tax return?

IreneS · ‎June 4, 2019

Unfortunately, no. The repayment will be shown in box 4 of the SSA-1099 you receive for 2019.

For your 2018 return, enter the amounts shown on the 2018 SSA-1099.

[Edited | 4/13/2020 | 12:10 pm PDT]

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Can I offset SSA benefits received in 2016 with a repayment of excess benefits made in 2017?

Retirement tax questions