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As the nation reeled from covid-19, the federal government sent many Americans a financial lifeline.

This story is part of the Overpayment Outrage series onCox Media GroupTV stations. It can be republished for free. Share Your Story

Do you have an experience with Social Security overpayments youd like to share? Click here to contact our reporting team.Contact us

But some recipients say the covid relief payments have triggered financial distress by jeopardizing their Social Security benefits.

The government has demanded they repay much larger amounts thousands of dollars in benefits for the poor and disabled distributed by the Social Security Administration.

The government gave this money to them with one hand. They should not be trying to take it back with the other, said Jen Burdick, an attorney at Community Legal Services of Philadelphia who has helped many people contest repayment demands.

Jo Vaughn, a disabled 63-year-old in New Mexico, received $3,200 in federal covid relief. Then came a letter from the Social Security Administration dated Aug. 25, 2023, saying she owed the government $14,026.

They are sending me to a very early grave, Vaughn said.

The covid clawbacks show the trauma the Social Security Administration can cause when it claims to have overpaid beneficiaries, many of them highly vulnerable, then calls on them to pay the money back.

And the collection efforts illustrate the limitations and dysfunction that have come to define the agency.

Social Security Administration spokesperson Nicole Tiggemann declined to comment for this article or to arrange an interview with the agencys acting commissioner, Kilolo Kijakazi.

(WHIO-TV, Dayton)

(WSOC-TV, Charlotte)

In the wake of a recent investigation by KFF Health News and Cox Media Group, House and Senate members have called for action on problems at the Social Security Administration. The agency has announced that it is undertaking a review of its own, and a House panel is scheduled to hold a hearing on Oct. 18.

Vaughn and other recipients didnt ask for the covid money. The checks, known as economic impact or stimulus payments, landed automatically in their mailboxes or bank accounts in three installments in 2020 and 2021. The payments, which were based on the recipients income, totaled as much as $3,200 per person.

The payments pushed some beneficiaries bank balances above the $2,000 asset limit for individuals on Supplemental Security Income (SSI), a program for people with little or no income or assets who are blind, disabled, or 65 or over. The limit, which hasnt been adjusted for inflation in decades, can discourage people from working or saving more than a perilously small amount of money.

In some cases, when the Social Security Administration belatedly noticed the higher bank balances, it concluded the beneficiaries no longer qualified for SSI, according to people affected. Then the agency set out to recapture years of SSI benefits it alleged they shouldnt have received.

Even as recipients appealed the actions, the agency stopped sending monthly benefit checks.

The ripple effects can disrupt health care, too. In most states, receiving SSI makes someone eligible for Medicaid, so halting SSI benefits can jeopardize coverage under the public health insurance program, said Darcy Milburn of The Arc, an organization that advocates for people with disabilities.

Vaughn, who suffered a disabling injury while working as a cook at a truck stop, said she depends on the $557 she was receiving from SSI each month. It hasnt come since August, she said.

Her only remaining income, she said, is $377 in monthly Social Security retirement payments.

Im afraid of being homeless, she said by phone. I dont want to end up on the street.

Or even worse, she said in an email: If I dont start receiving my money back, well lets just say I have my will ready. Email Sign-Up

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Actions Defy Agencys Own Policy

The covid stimulus payments arent supposed to trigger Social Security clawbacks.

Early in the pandemic, the Social Security Administration said that, when assessing peoples eligibility for SSI, it would exclude the payments for 12 months. Later, it said it would exclude them indefinitely.

But what the agency says and what it does indeed, what it is capable of doing are often very different, people who study the agency said.

Its not clear SSA knows where money in beneficiaries accounts is coming from, said Kathleen Romig, director of Social Security and disability policy at the Center on Budget and Policy Priorities.

As far as we can tell, SSA simply doesnt have the tools to implement a permanent exclusion from the resource limit, Romig said.

The number of people who have received Social Security clawback notices due to covid relief payments is unclear.

Whats more, beneficiaries might not realize stimulus payments could be at the root of alleged overpayments. As a result, they may be ill-equipped to challenge any clawbacks.

(WFXT, Boston)

(WFTV, Orlando)

A lot of people have been caught up in inaccurate or improper overpayment notices because of stimulus money, said Burdick, the legal aid attorney in Philadelphia. She estimated that her office alone had seen about a hundred such cases.

Sen. Ron Wyden (D-Ore.), chair of the Senate Finance Committee, asked the Social Security Administration in September 2021 how many people had their SSI payments reduced or cut off on account of the stimulus payments. In its written response, the agency didnt say.

At the time, Wyden said the agencys decision to indefinitely exclude stimulus payments from the asset limit may have come too late for many struggling families.

The Consortium for Citizens with Disabilities, an umbrella group for advocacy organizations, flagged the problem as early as May 2021. In a letter to the Finance Committee, the group said it was concerned that some people would have their benefits reduced in order to recover overpayments that never should have been assessed.

Vaughn said she saved her covid stimulus funds to leave herself some money to fall back on.

When the Social Security Administration told her she had been over the asset limit for more than two years, the agency didnt mention the stimulus payments. But Vaughn reviewed her bank records and concluded the covid payments were the cause.

Lost in the System Julia Greune with her father, Dave Greune.(Cox Media Group)

Dave Greune of North Carolina said that, in the case of his disabled 43-year-old daughter, Julia, the cause of an overpayment notice was clear.

The reason her assets exceeded the limit, Greune said, was that $3,200 in stimulus payments had been deposited directly into her bank account by the same government now demanding she repay almost twice that amount.

How does he know?

The only funds that flowed into Julias account were her SSI payments and the covid stimulus payments, Greune said.

In April 2023, two years after Julias last stimulus payment, the agency notified Greune that it had been overpaying her since September 2020.

First it said she owed $7,374.72. Later, it revised that to $6,253.38.

Julia is blind with cerebral palsy and a mental disability, Greune said, leaving her totally disabled. The family was saving the stimulus money to buy her a new wheelchair, he said.

In correspondence, the agency pointed to checking account balances as the basis for its finding that Julia exceeded the $2,000 asset limit. It noted that the agency doesnt count the value of a home, one vehicle, or a burial fund of up to $1,500. But it didnt alert Greune that, according to its own policy, covid stimulus payments shouldnt count toward the limit. He figured that out himself.

Greune said he immediately filed an appeal online.

In July, at the direction of an agency representative, he drove 45 minutes to a Social Security office in Raleigh and delivered a stack of bank statements and an appeal for.

Greune, 64 and retired from a career in real estate, logged many unsuccessful efforts to follow up by phone. Left on hold for 15 minutes until the call dropped. Left on hold for 46 minutes until the call dropped.

Ultimately, he said, he reached a person who told him she saw no record of the agency having received the appeal he filed online or the documents he delivered by hand.

In the meantime, Social Security stopped sending Julias monthly benefits. The last payment, of $609.34, arrived six months ago, he said.

Late last month, the county government sent Julia a notice that, because the Social Security Administration was stopping her SSI checks, the county was reviewing her eligibility for Medicaid.

And if we dont have Medicaid thats going to be a big problem, Greune said. Now Im really pissed off. Dave Greune says the sole reason his daughter Julias assets exceeded the Social Security Administrations limit to receive SSI was that she received $3,200 in stimulus payments from the same government now demanding almost twice that amount be paid back.(Cox Media Group)

Angst, Lots of It

In early 2021, about a year after the first economic impact payments, known as EIPs, were distributed, the Social Security Administration issued what it called an Emergency Message.

It instructed staff on how to handle the payments and contained information that could have been useful to SSI beneficiaries.

Develop and exclude the EIP from resources in other words, assets only when an individual alleges receiving and retaining an amount that may affect eligibility, it said.

It also told staff to take beneficiaries at their word. Accept the individuals allegation, it said.

Martin Helmer of Denver, 77, said that, when the Social Security Administration made a mistake involving his sons benefits, the burden fell on him to speak up.

He said he felt he was treated as guilty until proven innocent.

It was angst, lots of it, Helmer said, especially when I saw how hard-ass they were being about everything.

Helmer manages the benefits for his 40-year-old son, Quinn, who has a mental illness. In July, the Social Security Administration sent a letter alleging in part that, since May 2021, Quinn had received more than $17,000 for which he was ineligible.

Going forward, the agency said, it would reduce his benefits.

Helmer concluded that the main issue was the covid stimulus payments; other than Social Security benefits, that was the only money that flowed into Quinns account, he said.

Helmer, a retired auditor and IRS agent, spent several days studying an agency manual. He contested the agencys action and won.

He worries how other people would fare and how his son would manage without him.

I think disabled people and their caretakers have maybe less energy than the average person to deal with something like this, he said, when theyre already dealing with a lot.

Madison Carter of WSOC-TV in Charlotte, North Carolina, contributed to this report.

Do you have an experience with Social Security overpayments youd like to share? Click here to contact our reporting team. David Hilzenrath: @DavidHilzenrath

Jodie Fleischer, Cox Media Group: @jodieTVnews Related Topics Aging Health Care Costs Biden Administration Colorado Disabilities Investigation New Mexico North Carolina Trump Administration U.S. Congress Contact Us Submit a Story Tip

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Ohtani allows 1 run, 2 hits in 28-pitch inning

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Ohtani allows 1 run, 2 hits in 28-pitch inning

LOS ANGELES — Shohei Ohtani jogged off the pitcher’s mound and leaned against the dugout railing while strapping on his elbow guard and batting gloves. He was thrown a towel to wipe the sweat off his face, then walked to the batter’s box to face San Diego Padres ace Dylan Cease without taking any practice swings.

With that, Ohtani began his quest to once again do what many in the sport consider impossible.

Ohtani made his pitching debut from Dodger Stadium on Monday, giving up a run in his lone inning of work, then struck out in his first plate appearance as the Los Angeles Dodgers’ designated hitter, marking the first time he has pitched and hit in a game since Aug. 23, 2023. He would eventually finish 2-4 with two RBIs in his club’s 6-3 victory.

Ohtani is close to 21 months removed from a second repair of his right ulnar collateral ligament but faced hitters only three times before essentially rejoining the Dodgers’ rotation, his last session, from Petco Park in San Diego last Tuesday, spanning three simulated innings and 44 pitches.

Ohtani communicated to the Dodgers that facing hitters hours before games, then cooling off and having to ramp back up to DH later that night, was more taxing on his body than doing both simultaneously, prompting him to return to pitching sooner than expected. These initial starts will basically function as the continuation of Ohtani’s pitching rehab. On Monday, he was basically utilized as an opener.

Ohtani reached 99.9 mph and 100.2 mph with his fastball but also uncorked a wild pitch while utilizing 28 pitches to record the first three outs. Fernando Tatis Jr. led off with a bloop single and Luis Arraez followed with a line-drive single. Ohtani should have recorded a strikeout of Manny Machado, who went around on a two-strike swing. But first-base umpire Ryan Blakney ruled otherwise, bringing the count to 2-2 and later prompting a sacrifice fly to score the game’s first run.

Ohtani followed by inducing groundouts to Gavin Sheets and Xander Bogaerts, and with that, his pitching debut was over.

The Dodgers hope it’s the first of many starts.

Ohtani, 30, functioned as a transformative two-way player from 2021 to 2023, winning two unanimous MVPs and also finishing as the runner-up to Aaron Judge. On offense, Ohtani slashed .277/.379/.585 with 124 home runs and 57 stolen bases. On the mound, he posted a 2.84 ERA with 542 strikeouts and 143 walks in 428⅓ innings.

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Red Sox execs defend Devers deal, cite ‘alignment’

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Red Sox execs defend Devers deal, cite 'alignment'

Top Boston Red Sox officials said the team traded Rafael Devers to the San Francisco Giants on Sunday because they could not find “alignment” with their star slugger, whose relationship with the organization degraded after he declined a request by the team to switch positions for the second time this season.

In a 40-minute media availability Monday night, Red Sox president and CEO Sam Kennedy and chief baseball officer Craig Breslow defended the decision to trade the 28-year-old Devers, a three-time All-Star in the second season of a 10-year, $313.5 million contract. The deal, which came after a sweep of the rival New York Yankees extended Boston’s winning streak to five games, roiled Red Sox fans still embittered by Boston trading future Hall of Famer Mookie Betts to the Los Angeles Dodgers in 2020.

Though Kennedy and Breslow acknowledged the disappointment in the trade that netted Boston left-handed starter Kyle Harrison, outfield prospect James Tibbs III, right-handed reliever Jordan Hicks and right-hander Jose Bello, they noted the financial flexibility the deal gives the organization, with San Francisco taking on the remaining $254 million of Devers’ contract.

Pointing to the ability to add talent as the July 31 trade deadline approaches, Breslow said: “This is in no way signifying a waving of the white flag on 2025. We are as committed as we were six months ago to putting a winning team on the field, to competing for the division and making a deep postseason run.”

He also added, “I do think that there is a real chance that at the end of the season we’re looking back and we’ve won more games than we otherwise would’ve.”

At 38-36 following a win Monday night against Seattle, the Red Sox are in fourth place in the AL East but hold the final AL wild-card playoff spot. Their new-look lineup featured first baseman Abraham Toro hitting in Devers’ typical No. 2 spot and rookie outfielder Roman Anthony, who hit his first big league home run Monday, batting third.

Devers, who had been with the Red Sox organization since signing out of the Dominican Republic at 16, went from a fundamental part of Boston’s future to the latest ex-Red Sox player in a matter of months. The organization had spent the winter ensuring Devers would remain at third base, the position he had played his whole career. When Boston signed third baseman Alex Bregman on the eve of spring training, Devers was asked to move to designated hitter. He refused before eventually relenting.

A season-ending injury to first baseman Triston Casas in early May compelled Breslow to inquire about Devers’ willingness to move to first. He spurned the idea and criticized the organization, prompting owner John Henry, Kennedy and Breslow to fly to Kansas City, where the Red Sox were playing, and talk through their issues.

Despite the strong play of Toro and Romy Gonzalez at first, the issues persisted. Though neither Kennedy nor Breslow would expound specifically on where there was misalignment between the parties, Devers rejecting a second position switch soured an organization that gave him the largest deal in franchise history.

“We had certain expectations that went with that contract,” Kennedy said. “And when we came to the conclusion that we did not have a full alignment, we moved on.”

Breslow said the Red Sox talked about Devers with multiple teams — and two rival general managers told ESPN on Monday that Devers’ name came up in conversation about potential deals. Ultimately, Boston pulled off the polarizing trade with San Francisco, which agreed to inherit the entirety of Devers’ contract and in exchange sent back a package of talent that paled in production compared to Devers.

Over nine seasons with the Red Sox, Devers hit .279/.349/.510 with 215 home runs and 696 RBIs in 1,053 games. He represented the last player from Boston’s most recent World Series-winning team in 2018 — a group to which Kennedy and Breslow alluded when emphasizing the organization’s goals in moving a player who was hitting .272/.401/.504 this season.

“I do think that there is a real chance that at the end of the season, we’re looking back and we’ve won more games than we otherwise would’ve.”

Red Sox chief baseball officer Craig Breslow

“As we think about the identity and the culture and the environment that is created by great teams,” Breslow said, “there was something amiss here, and it was something that we needed to act decisively to course correct.”

Said Kennedy: “We did what we felt was in the best interest of the Red Sox on and off the field to win championships and to continue to ferociously and relentlessly pursue a culture that we want everyone in that clubhouse to embody and doing everything in their power night in and night out to help the team.”

The two continued returning to the word “alignment” — Kennedy used it nine times, Breslow five — to rationalize the deal. They pointed to allowing the team’s young core — which includes Anthony and infielders Kristian Campbell and Marcelo Mayer, all of whom were among the top 15 prospects in MLB entering the season — to receive regular playing time as a benefit, with more at-bats available in the DH slot.

“I understand why the initial reaction would be that it’d be tough to sit here and say when you move a player of Raffy’s caliber, when you take that bat out of the lineup, how could I sit here and say that we’re a better team?” Breslow said. “And I acknowledge on paper we’re not going to have the same lineup that we did, but this isn’t about the game that is played on paper. This is about the game that’s played on the field and ultimately about winning the most games that we can. And in order to do that, we’re trying to put together the most functional and complete team that we can.”

The Red Sox have squandered the benefit of the doubt with a fan base that saw the team win four championships from 2004 to 2018. Dealing Betts for a paltry return remains a sticking point with a wide swath of fans, and one of Breslow’s first deals after taking over following the firing of his predecessor, Chaim Bloom, was trading left-hander Chris Sale to Atlanta, where he won the National League Cy Young Award last year.

“I’ll put our record up against anybody else’s in Major League Baseball over the last 24 years,” Kennedy said. “We’re incredibly proud of what we’ve built here. We’ve got more trophies and banners to show for it than any other organization in Major League Baseball.”

Saying that Devers “means so much to that group, means so much to the organization, to the city of Boston,” Red Sox manager Alex Cora nevertheless stood behind the deal, saying he believes Harrison (who was optioned to Triple-A) and Hicks (on the injured list) will help the team this season.

“We’ve got to keep going. That’s the bottom line,” Cora said. “We put ourselves in a good spot. We have played good baseball for an extended period of time. Now we have to do it without Raffy, but at the same time, we added some pieces that we do believe are going to help us.”

Breslow and Kennedy each expressed disappointment over the handling of the Devers situation, with Breslow saying, “I need to own things I could have done better,” particularly in communicating. They agreed, though, that the decisiveness with which they agreed to deal Devers — regardless of the public outcry — was done in service of something larger.

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Yankees’ Stanton makes debut: ‘Great to be back’

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Yankees' Stanton makes debut: 'Great to be back'

NEW YORK — Hours before making his season debut, Yankees designated hitter Giancarlo Stanton was in the batter’s box inside an empty Yankee Stadium on Monday afternoon hitting off a high-speed pitching machine. Atop his list of preparation priorities was being ready to handle elite velocity. That, he believes, will best determine whether he will succeed in his return from tendon injuries in both elbows.

Stanton’s first test, though it came in a loss, was a success: The slugger went 2-for-4 with three hard-hit balls and a double in an 11-inning, 1-0 defeat to the Los Angeles Angels.

“With not as many at-bats under my belt, that’s going to be the most important,” Stanton said of hitting velocity. “Just make sure I’m ready. See the ball early. Normal things you would say midseason, but just emphasize it a little more now.”

Stanton was sidelined through Sunday, missing the Yankees’ first 70 games. He played through a “high level” of joint pain in both elbows in 2024, including during the postseason when he smashed seven home runs in 14 games and was named American League Championship Series MVP, but he was shut down from swinging a bat in January until late March, delaying his readiness for the season.

Batting fifth Monday in his first major league action since Game 5 of the 2024 World Series, Stanton received a standing ovation from the home crowd when he was introduced for his first plate appearance. He then hacked away.

He swung at the first pitch he saw — a 96-mph sinker from Angels right-hander Jose Soriano — and cracked a 101.5 mph groundout to the third baseman.

He roped a 111.1 mph line drive single to left field in his second at-bat for his first hit of 2025 and struck out swinging in his third at-bat before clobbering a 102.9 mph leadoff double down the left-field line in the ninth inning.

Stanton’s night ended there when Jasson Dominguez replaced him at second base as a pinch-runner. The Yankees wound up spoiling the scoring opportunity. They have gone 20 innings without scoring a run, a skid that goes back to the ninth inning of a loss to the Boston Red Sox on Saturday.

“It’s great to be back,” Stanton said. “Obviously, want to win, but it’s good to be back out there. I saw the ball pretty well besides one at-bat. So we’re just working on that, making sure my timing’s geared up and get rolling.”

Stanton, 35, was eligible for reinstatement from the 60-day injured list in late May, but the Yankees, not desperate for offense and with multiple choices for DH, did not rush him back.

He began a rehab assignment last week, appearing in three games over consecutive days for Double-A Somerset after an extended period taking swings off machines and in live batting practice. He went 3-for-11 with a double, four RBIs, a walk and three strikeouts for Somerset.

The Yankees have 16 games over the next 16 days, but manager Aaron Boone does not expect Stanton, whose 429 career home runs lead all active players, to play every day. Stanton’s availability will partly depend on his next-day recovery after a game.

“I would think that things might come up from time to time and that could play into different things on a given day if you feel like it’s best to give him a day,” Boone said. “But I think he’s built some good momentum here over the last couple of months with it. The strength in his hands and things like that has returned in a good way so certainly something we’ll pay attention to but feel like we’re in a pretty good spot.”

Boone has the luxury to play it on the safer side with an offense that thrived without Stanton, the 2017 National League MVP. The Yankees entered Monday ranked second in the majors with a 123 weighted runs created plus and .794 OPS with Ben Rice, Aaron Judge and Dominguez primarily cycling through the DH spot.

That’s where things become complicated for New York. Stanton’s return will, as it stands, present a daily lineup puzzle for Boone to solve — not only in the DH slot, but in the outfield where he has Judge plus three players (Dominguez, Cody Bellinger and Trent Grisham) for two spots (center field and left field). Decisions will mostly come down to workload and matchups.

Paul Goldschmidt, another former MVP, and Domínguez, one of baseball’s top prospects entering the season, were the odd players out Monday, though both entered the game late.

“I’ve talked to them, and we know what the goal is,” Boone said. “And right now it’s to get to the playoffs and try and win a division and then obviously from there, trying to get to and win a World Series. So, making sure we have everyone on the same page and the buy-in. And there’s going to be days when maybe a guy deserves to be in there, isn’t. Everyone’s not going to be happy about it all the time and that’s OK.”

Said Stanton: “Whatever is best for us to win, that’s important. And the guys that are going to be starting are going to come in huge pinch-hit spots. So, in that opportunity, it’s usually a chance to win a game anyway so, yeah, we’ll work with it.”

Stanton’s return perhaps most impacts Rice, who has started 43 of the Yankees’ 71 games as their DH. The second-year player, who started at first base Monday, is batting .229 with 12 home runs and a .769 OPS this season.

Boone on Monday repeated that he plans to occasionally have Rice start at catcher to alleviate the logjam and get his bat in the lineup more often.

Rice, 26, was drafted as a catcher and spent most of his minor league career behind the plate, but he has yet to start at the position for the Yankees since making his major league debut last season. Rice has tallied just 6⅔ innings behind the plate in the majors.

Austin Wells and J.C. Escarra have split time at catcher this season, with Wells starting 52 of the team’s 70 games behind the dish.

“I see him playing quite a bit,” Boone said of Rice. “Again, just kind of the matchups. As far as the catching component, I do plan on getting him back there at some point. I don’t know how frequent it would be. Because, again, I really value what J.C.’s done back there. As you’ve seen lately, I do value getting Austin his days so there’ll be a day I get him back there and that can factor into things a little bit.”

The Yankees designated utility man Pablo Reyes for assignment to make room on the active roster for Stanton.

Also Monday, Boone said right-hander Jake Cousins is scheduled to undergo Tommy John surgery Wednesday.

Cousins spent the first three years of his big league career with the Milwaukee Brewers before joining New York last season. Cousins became a significant part of New York’s bullpen, posting a 2.37 ERA across 37 games during the regular season before allowing five runs in six postseason appearances.

The Yankees expected Cousins to return before the All-Star break when he was placed on the injured list with a forearm strain to begin the season. But his recovery was stalled by a pectoral injury and he was pulled off a recent rehab assignment with elbow trouble. He is now expected to miss a significant portion of the 2026 season.

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