Repayment

[tjilardi]

In 2018 I was on Long Term Disability.  Under the terms of my employer's plan, the payment made by the insurer was offset by social security payments.   When I became eligible for social security I collected the social security check but the insurer did not deduct the amount from my LTD payment and so overpaid me for a month's worth of my SS payment.  I paid the insurer back for the one month's payment, but apparently also paid taxes on the amount of my repayment in my 2018 taxes.  The insurer sent me a letter telling me that I can recover the overpaid taxes.The amount, however, of the repayment was just under $3000, and so doesn't meet the threshold  and due to the tax law changes I no longer make itemized deductions.  The insurer's letter states that I can recompute my tax for the year 2018 and claim the overpaid tax as a repayment on my 2019 return.  Can I do that in TurboTax?

[KristinaK]

You can do it in TurboTax Desktop version. However, if the repayment amount was less than $3000, you cannot claim Sec. 1341 credit. It applies only to the amounts that exceed $3000. 

Unfortunately, in both situations - whether claiming a deduction or credit - you are out of luck after the tax law change. 

[tjilardi]

That is, in fact, the wall that I have been running into.  Would it be possible for me to file an amended return for 2018 on the theory that the W-2 was issued to me was incorrect?