Ask Larry

Social Security Overpayments

Any Suggestions?

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.

Posted: 
Saturday, April 28, 2018 - 12:19

Do We Have To Repay An Incorrect Payment Even If It Was Social Security's Mistake?

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,

Posted: 
Sunday, April 22, 2018 - 08:23

What Should I Do Next?

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.

Posted: 
Friday, January 12, 2018 - 05:15

Are We Liable For Social Security's Mistake?

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.

Posted: 
Saturday, September 30, 2017 - 06:08

How Do I Get Answers?

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.

Posted: 
Thursday, August 17, 2017 - 10:14

If Social Security Overpays Me Due To Their Error, Am I Responsible For Paying It Back?

Hi Larry, If Social Security pays overpays due to their error am I responsible for paying it back? Even though they provided a letter stating that monies were owed to me. Also that was over 2 years ago. Is their a statute of limitation which required monies to be paid back?

Thanks

Hi,

Posted: 
Sunday, July 16, 2017 - 08:29

How Can I Get My Son's Benefits Reinstated?

I applied for early retirement in 2015, and first check came in October 2015. In November 2015, I began to work full time again and notified the social security office by phone. The person told me that I did not need to be concerned about benefits for the first year and that it could increase my benefit to keep working full time. At no time did they say I would be penalized. In 2016, I began to work again as a massage therapist and within this field the income can vary from day to day, week to week, and month to month.

Posted: 
Wednesday, May 24, 2017 - 07:43
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