Retirement

[Dje929]

I filed for reg retirement..then following up by disability retirement.   They are telling me they over paid me for 136 days last year and wanting repayment. How will this be handled when I file taxes if I pay it all back.

[KarenP12]

Turbo Tax helps you to handle the repayment of Social Security.   The attached article does a great job detailing this out and the key factor if it is over $3000 or $3000 or less.

Great link:  https://ttlc.intuit.com/community/retirement/discussion/i-had-to-pay-back-social-security-can-i-clai... 

Here are the IRS instructions too:  https://www.irs.gov/publications/p915#en_US_2020_publink100097907