Short term disability

[kamal444]

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.

[AmyC]

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.