Short term disability

kamal444 — Wed, 11 Feb 2026 08:04:53 GMT

Hi,

I took a short term disability leave in 2022 and was paid by Prudential. They generated W2 in 2022.

However, there was some overpayment, and I had to refund the amount $406 to them back in 2023.

I have received a letter from them that you can report the overpayment as income tax deduction in current year. They mention to refer Publication 525.

I was hoping that they should have sent out a form, but they didn't. Where do I report this information in TT. Can I manually enter this information somewhere.

Thanks.

Re: Short term disability

AmyC — Tue, 16 Apr 2024 04:12:44 GMT

They sent out a standard form without bothering to mention the rules. Currently, you must have paid back over $3,000 to claim it.

See TurboTax article What is a Claim of Right Repayment. which covers repayment for one year.
See also Pub 525 for examples of how to figure the credit.

topic Short term disability in Get your taxes done using TurboTax

Short term disability

Re: Short term disability