My husband received a lump sum payment for SSDI in February 2019 which covered payments for 2017 and 2018. I see when doing a tax return you can allocate amounts for each year so when he gets a 1099 for this years taxes it should have the amount for each year? So this means we do not have to amend prior year returns? Also he had to repay his government disability retirement 100% of the first year of SSDI pamyents and 60% of the second year of SSDI payments. So we got to keep a small amount of the lump sum from SSDI. Is there a way to incorportate this in our tax return?
