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    disability

    MGC94
    Level 7
    ‎04-06-2022 10:31 AM

    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
    ‎04-06-2022 11:26 AM

    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
    Level 7
    ‎04-06-2022 11:37 AM

    Thank you!

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    sjrcpa
    Level 15
    ‎04-06-2022 11:52 AM

    You're welcome.


    The more I know the more I don’t know.
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    Camp1040
    Level 11
    ‎04-06-2022 01:02 PM

    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
    ‎04-06-2022 10:52 PM

    We do use professional and networked 

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