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New Member
posted May 31, 2019 6:22:39 PM

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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1 Best answer
Level 15
May 31, 2019 6:22:43 PM

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

3 Replies
Level 15
May 31, 2019 6:22:40 PM

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

New Member
May 31, 2019 6:22:42 PM

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.

Level 15
May 31, 2019 6:22:43 PM

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