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March 22, 2025
Question

In 2024 we got a social security payout and had to pay it back to the long term insurance. How do I note that on my taxes. What part of the form covers it

  • March 22, 2025
  • 1 reply
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1 reply

SharonD007
March 22, 2025

Did you pay back the Social Security payment that you received to Social Security?  They should have sent you a form SSA 1099 with the amount that you paid back and you would enter it in the Retirement and Social Security section of TurboTax. Or, did you mean that because you received a Social Security payout, you had to pay money back to you long-term insurance?  Please clarify.

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