Amend a return

Forum|Forum|11 months ago
April 23, 2025
1 reply
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I received disability payments in 2023 of $7488. that I had to repay in 2024. I have made 3 attempts with Turbo tax to get a resolution but nobody ever gets back with me. I would think I could get a tax credit since I paid taxes on that money but then had to repay it. What do I need to do? Thanks

Ask the Experts - Amend - April 2025

Vanessa A

Follow the instructions below to include a Claim of Right on your 2024 tax return to take a deduction for the income you included in your income in 2023 that was paid back in 2024.

What is a claim of right repayment?

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tbayeurAuthor

I already filed my 2024 return because I was under the impression that I had to amend my 2023 taxes so I guess you're saying I need to amend my 2024 return?

Vanessa A

Yes. Since you paid the money back in 2024, you would take the deduction in 2024. So if you already filed your 2024 return you would need to Amend Your Return

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