Social Security Overpayments

My wife took S/S in 2017 at age 62. As a corporate executive, she retired/cashed out $400K which caused her Social Security benefits of $25,200 to be taxed @85%. We now have received a bill from the SSA requesting a payback of $25,278. Can we request an amendment to our 2017 or 2018 tax return as we paid over $7K (35% tax bracket) on the monies received that the SSA is asking for it back??

Hi,

Please help. This is absolutely the worst as bad if not close to Social Security going after that young boy for overpayment. July will make a year since I filed for disability I got denied not enough work credits found out by calling never received a letter informing me of the decision. With in the time limit I filed for SSI. Waited five more months only to go into my local office to be completely and utterly stuperfied that I would only be receiving $675. By the way I live in my car.

Hi Larry:
I collected six months back payments as an ex spouse. Six months later, I changed to my SS account and also collected six months back payments.
I've received a bill for the six months back payments paid from MY account.
1. Can I collect six months back payments from both the ex spouse account ( his SS#) and my account ( my SS#)?
2. If not, can I request SS to reclaim the back payments from the ex spouse account? This is a lesser amount than that of my own.

May 8, 2018
Dear Mr. Kotlikoff,
PLEASE HELP ME!!!! WANT TO FILE SSA-632-BK - REQUEST FOR WAIVER OF OVERPAYMENT.

I started to receive a pension from Calstrs in May 2017. At that time I was already receiving a Social Security retirement benefit for I year. A week ago I received a letter from SS informing me that due to the Windfall Elimination Provision, I had been overpaid the previous year by $250/mo. They demanded me to repay approx. $3,000. I was shocked. First by having my monthly benefit lowered by %50 ($250). Then by their demanding I return the $3000 overpayment. How they expected me to come up with $3000 I don't know.

My wife went to SS to file for Medicare. When she was there they told her she could collect SS. She told them that she was collecting an Ohio PERS Retirement .She told them that she could not collect. The agent insisted that she could and filed the paper work. She received payment and a year later SS said she could not collect and requested repayment . Is there anything we can do since it was their mistake?

Hi,

Hi Larry,

I have a question about Social Security overpayments. I'm 64 yrs. old and have been receiving Social Security Retirement benefits since the beginning of 2016. In August of that same year, I received a lump-sum settlement from an ex-employer. This was the result of a wrongful termination grievance filed by my Union. I was terminated in September of 2015. The monies were reported to the IRS by my ex-employer as wages. I received a W-2 for same.

Dear Larry,

Hi, my brother passed away July 5,2017. We were told by the funeral home they would contact SS. No family member had access to his checking account, he had no savings. We never had any knowledge of his banking since he was a very private person. He had monthly bills that were automatically deducted from his account. It appears that SS was never notified and since we were not aware of who his creditors were to notify them they kept drawing on his account. Now SS is claiming that 2 months is owed back to them.

My question is when overly paid how can you get benefits back or how to do get answers on how to I owe all this money if they overly paid me please help

Hi,

Social Security overpayments can occur for any number of reasons, so I have no idea what might be involved in your case. If you were overpaid, you should have received a letter explaining the overpayment, although the letters that Social Security sends usually leave much to be desired.