My client was overpaid on benefits from MerLife Disability and paid tax on this overpayment in 2018. Metlife told my client she can claim the overpaid tax as a repayment credit on her 2019 tax return. How is thsi done, using what form?

[Just-Lisa-Now- · Accepted solution]

Did they pay back the overpayment?  Try researching Claim of Right under IRC Section 1341, I think this might be what they are referring to.

[TheKeeperOfBooks]

Thank you. In the "schedule" I am showing the last year/this year tax credit calculation.