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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.
a week ago