IN 2019 MY CLIENT'S WIFE WAS RECEIVING DISABILITY PAYMENTS FROM MET DISABILITY UNTIL SHE PASSED AWAY IN SEPTEMBER OF THAT YEAR. IN 2020 MET DISABILITY ASKED FOR A PORTION OF THAT MONEY BACK, FOR THEY STATED THEY OVERPAID THE BENEFITS OF HER PLAN.

MY CLIENT REPAID $3,808.78 IN 2020. METLIFE/MET DISABILITY, SENT HIM A LETTER STATING THAT HE SHOULD APPLY FOR A REFUND IN THE AMOUNT OF TAXES THAT HAD BEEN PAID IN 2019 ON THAT W-2. I COMPUTED THE TAX AT $958.

I ENTERED THAT AMOUNT ONTO SCHEDULE 3 OF THE FORM 1040 UNDER IRC 1341 REPAYMENTS, HOWEVER, I SUSPECT IRS IS GOING TO WANT AN EXPLANATION BEFORE CONSIDERING THIS AMOUNT AS A LEGITIMATE REQUEST.

IS THERE SOMETHING I SHOULD DO TO EXPLAIN? FOR INSTANCE IF I FILLED OUT A FORM 843 AND PDF'D THAT FORM TO ACCOMPANY THE RETURN, WOULD THAT SATISFY IRS??

AS ALWAYS, I SINCERELY APPRECIATE ANY ASSISTANCE THE COMMUNITY PROVIDES.