Just-Lisa-Now-
Level 15
Level 15

@BobKamman wrote:

It's still morning here but I don't think "claim of right" applies when the repayment is made in the same year as the income is received.  


hmmm, you may be right, but she received the disability income in prior years, paid tax on it and paid it back to them in 2022 when she got the SSDI.   

I dont see a way to reduce the income for AOC, but they should be able to get the credit for the taxes paid on that money in prior years.


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