kstern
New Member

Retirement tax questions

To clarify, the lump sum payment is repayment for disability benefits for 2021, 2022 and 2023.  I am not sure how and where to put those values.  Also, the repayments had to be turned over to the disability insurance company.  So I also wonder if I should be getting a refund for those years of the tax paid.  (The disability insurance company covers 2/3 of my previous salary.  If SSA kicks in, then they cover the balance of the amount.  In 2024 I filed with the SSA benefits and paid substantially less in taxes than when the insurance company covered all of the disability amount.