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mandjcarroll
New Member

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.

 
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SweetieJean
Level 15

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.

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

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3 Replies
DoninGA
Level 15

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.

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

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.

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
Level 15

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.

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

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