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Get your taxes done using TurboTax
Yes. You should receive a 1099 form from your Disability Insurance Company for the amount of Long Term Disability (LTD) payments you received, even if they were offset by your Federal Social Security Disability Insurance (SSDI) payments. The form you receive from the Disability Insurance Company is typically a 1099-MISC or 1099-R, depending on the nature of the payments and the policy.
The SSA-1099 form you received from the Social Security Administration reports the SSDI payments you received. The 1099-G form is indeed used for reporting unemployment compensation and certain other government payments, so it wouldn't apply to your LTD payments.
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‎February 13, 2025
5:19 PM