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MGC94
MGC94
Level 7
April 6, 2022
Question

disability

  • April 6, 2022
  • 2 replies
  • 9 views

taxpayer got retroactive disability 2018,2019,2020. $97,765. Do they have to report this? Form SSA-1099- Socail security benefit statement. Has other income as will 1099-R from teaching $40,000. Rental and other misc 

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2 replies

sjrcpa
sjrcpa
Level 15
April 6, 2022

Yes they have to report it.

Someone asked about this yesterday but I can't find it.

Lisa pointed out there is a worksheet for this situation.

The more I know the more I don’t know.
    MGC94
    MGC94Author
    Level 7
    April 6, 2022

    Thank you!

    sjrcpa
    sjrcpa
    Level 15
    April 6, 2022

    You're welcome.

    The more I know the more I don’t know.
    Camp1040
    Camp1040
    Level 10
    April 6, 2022

    If you are using Basic, no worksheet provided in the program, if that is the case restore the file in professional use the worksheet and report the taxable result on the basic worksheet. 

    MGC94
    MGC94Author
    Level 7
    April 7, 2022

    We do use professional and networked 

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