STD overpayment

[rmlrmlwolverinebanjo]

I received some short term disability payments in 2024 while I was out with a broken ankle.

There was an overpayment, and I sent the overpaid amount back to the insurance company.  However that transaction did not take place until Jan 7, 2025.

I received a W-2 from the insurance company.  The W-2 reports the larger original total—i.e. including the overpayment—in box 1 of the W-2.  And I didn't get an updated W-2 from them.

Will this all just be worked out when I file next year?  Or is there some way to account for it in my current filing?

I found this answer to another question which seems to say it will be addressed in next year's filing, but that was for a long-term disability recipient.  Also there was this other question, but I wasn't sure if the discussion was applicable to my situation or not, so I thought I would doublecheck to make sure.

Thank you.

[LindaS5247]

Yes, it should be addressed when you file your 2025 taxes since you repaid it in 2025. Individual taxpayers are on a cash basis.  You report cash when you receive it and expenses when you  pay it. Your 2025 W-2 should have this "repayment" reflected on it.