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New Member
posted Jan 10, 2024 11:25:42 AM

Hello. Where do I enter repayment of taxable disability benefits prior to 2023?

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2 Replies
Level 15
Jan 10, 2024 11:58:48 AM
Expert Alumni
Jan 11, 2024 4:09:33 PM

Yes, you would report the SSA-1099 statements in your return and then indicate you repaid the payments in the same form.  If the repayments are not recorded on your tax forms issued by the Social Security Administration, you must have proof either in the forms of canceled checks or a payment receipt. Here is how to report.

 

  1. Log into turbo tax 
  2. Go to federal>wages and income
  3. Retirement plans and Social Security>show more 
  4. Social Security (SSA-1099, RRB-1099) Start
  5. Here you will enter your SSA-1099. 

Now you will need to report your repayment as a Claim of Right Repayment. You can either claim as an itemized deduction, provided you have enough deductions to itemize, or take a credit for the tax assessed from social security income.  Please read this article by Isabella G for detailed instructions on how to enter this in Turbo Tax.

 

In the article there is a reference to another link on how to claim the credit. it involves computing the tax on the added bit of income and  reporting this on Line 73 of the smart worksheet. You will not be able to do this in the online version of Turbo Tax but will need to purchase Turbo Tax Desktop  so you can change this on the form itself.  Turbo Tax online does not have the ability to work in forms. 

 

@dwane-crist