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disability

MGC94
Level 7

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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5 Comments 5
sjrcpa
Level 15

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.


Ex-AllStar
MGC94
Level 7

Thank you!

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sjrcpa
Level 15

You're welcome.


Ex-AllStar
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Camp1040
Level 10

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. 

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MGC94
Level 7

We do use professional and networked 

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