Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
J
jtricomi
April 2, 2025
Question

If I fully paid back my SS overpayment in Dec. 2024 in 2 installments but only one is showing as being paid on my SSA-1099, can I claim the entire amount if I have proof?

  • April 2, 2025
  • 1 reply
  • 0 views
The payments were made on the last few days of the year. Per my bank account, the final payment was posted 12/31. This is the second year I'm being penalized tax-wise for SS Admins inability to terminate benefits in a timely manner. I'm hoping to avoid another year of owing to the feds because of it.

    1 reply

    M
    MAK70
    April 2, 2025

    Yes, if you made the payment in 2024 you can report in 2024 even if the SSA did not include it on your SSA-1099.  Of course you must remember not to report it again in 2025!  

      TurboTax Expert Assist
      TurboTax Expert

      Get answers to all your tax questions

      Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

      Terms & ConditionsCookie settingsAccessibility statement
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      ©1997-2022 Intuit, Inc. All rights reserved.
      Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
      of Intuit Inc. Terms and conditions, features, support, pricing, and service options
      subject to change without notice.

      Security Certification of the TurboTax Online application has been performed by
      C-Level Security.

      By accessing and using this page you agree to the Terms of Use.

      Accessibility

      TRUSTe nResult Certified e-File C-Level Security Certification