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Level 2
January 23, 2020
Solved

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?

  • January 23, 2020
  • 1 reply
  • 6 views
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Best answer by Just-Lisa-Now-

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.

1 reply

Just-Lisa-Now-
Intuit Community Champion
January 23, 2020

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.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
January 24, 2020

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