My spouse received overpayments due to an innocent mistake on the initial application.
She was subject to windfall elimination, which we knew. We disclosed every single thing they asked for. Unfortunately, her situation is complex enough that it didn't ask a question that would have resulted in an additional WEP reduction. They sent a routine inquiry when she started taking distributions from one of the state pensions she disclosed. That should have been taken into account by them any way when her payment amount was set - since the standard was "receiving or entitled to receive," but it apparently wasn't. So she dutifully filled out the change papers and reviewed a second disclosure paper they sent which was not applicable to this account, but which (finally) asked the question they should have asked on the initial application.
Those two combined resulted in about a $600 reduction (i.e. an overpayment). They notified us in November of the adjustments to repay it.
Then WEP elimination was passed, so we only actually owed about 40% of it, since the rest came after 1/1/2024.
So, here we are sitting in recalculation limbo. No one time repayment of WEP. No new payment calculated for April.
And I'll bet they will take 100% of her checks for 100% repayment of the WEP - when we only owed 40%. When they finally recalculate the one time WEP repayment, the new monthly amount (not taking WEP into account), the repayment of 100%, the repayment of 60% . . .
BUT - we can afford to wait for the dust to settle. For us, it will only be a royal pain - not a disaster which threatens to leave us homeless, unfed, or without medical care. Unlike most on Social Security, it is not our only source of income. They should not be playing games like this with people's lives.
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