Terry53029
Level 14
Level 14

You need to take a look at pub 915 in part it says "Any repayment of benefits you made during 2022 must be subtracted from the gross benefits you received in 2022. It doesn’t matter whether the repayment was for a benefit you received in 2022 or in an earlier year. If you repaid more than the gross benefits you received in 2022"

If you come up with a negative number and its under $3000 your done. If over $3000 then you have to refigure the tax a couple of ways. see pub 915 for instruction. If your client is MFJ, and both on SS I believe you have to net both of The SS benefits to see if it is negative. Proseries will not help you. You have to do the math yourself