If I fully paid back my SS overpayment in Dec. 2024 in 2 installments but only one is showing as being paid on my SSA-1099, can I claim the entire amount if I have proof?

jtricomi · ‎April 2, 2025

The payments were made on the last few days of the year. Per my bank account, the final payment was posted 12/31. This is the second year I'm being penalized tax-wise for SS Admins inability to terminate benefits in a timely manner. I'm hoping to avoid another year of owing to the feds because of it.

MaryK4 · ‎April 2, 2025

Yes, if you made the payment in 2024 you can report in 2024 even if the SSA did not include it on your SSA-1099. Of course you must remember not to report it again in 2025!

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If I fully paid back my SS overpayment in Dec. 2024 in 2 installments but only one is showing as being paid on my SSA-1099, can I claim the entire amount if I have proof?