topic I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 SSA-1099 only showed the $4k rcvd in 2022. How do I report $23,000 repay? in Retirement tax questions

I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 SSA-1099 only showed the $4k rcvd in 2022. How do I report $23,000 repay?

vonbar59ck — Mon, 23 Feb 2026 10:37:02 GMT

Re: I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 ...

JamesG1 — Fri, 20 Jan 2023 21:53:26 GMT

The $23,000 received in 2021 and repaid in 2022 could be eligible for a Claim of Right Repayment. See IRS Publication 525 under Repayments page 37.

To enter your repayment information in TurboTax Online:

Click Federal in the left pane, if you’re not already there
Click Deductions & Credits in the banner
Scroll down and click Show more to the right of Other Deductions and Credits
Click Start to the right of Other Deductible Expenses
Proceed through the screens until you get to the Did you have any of these less common expenses? screen. If your repayment amount was $3,000 or less, answer Yes. Otherwise, answer No.
On the next screen, Did you have any of these other expenses?, answer Yes if your repayment amount was over $3,000.
Report your repayment amount in the Claim of right repayment over $3,000 box, then select Continue at the bottom of the screen.

I would expect the $4,000 received in 2022 would be reported as Benefits Repaid in Box 4 of the SSA-1099 Social Security Benefit Statement and be netted in Box 5 of the SSA-1099.

Re: I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 ...

vonbar59ck — Tue, 24 Jan 2023 13:15:20 GMT

Thanks!

However, I'm using TurboTax downloaded to my computer from disc. Can you give me instructions using the "on computer" version of TurboTax?

Re: I repaid $27k Soc Sec benefits in 2022. $4k received in 2022 and $23k received in 2021. 2022 ...

JulieS — Tue, 24 Jan 2023 13:46:24 GMT

To enter your repayment information in TurboTax Desktop:

Click the Federal tab toward the upper left.
Select Deductions & Credits just below that.
Click Continue.
Select "I'll choose what I work on" on the right.
Scroll down to Other Deductions and Credits near the bottom.
Click Start to the right of Other Deductible Expenses.
Proceed through the screens until you get to Did you have any of these less common expenses? If your repayment amount was $3,000 or less, answer Yes. Otherwise, answer No.
On the next screen, Did you have any of these other expenses?, answer Yes if your repayment amount was over $3,000.
Report your repayment amount in the Claim of right repayment over $3,000 box, then select Continue at the bottom of the screen.