kstern
New Member

Retirement tax questions

Thank you for the info.  I did start to enter the three years individually, but I got confused as to how to enter the 3rd box.  We did not receive any direct payments from SSA in 2021, for example, so do I enter 0 there?  What I am concerned about is getting 'double taxed'.  We already have paid the tax for his income in 2021 and I don't want this repayment to seem like extra income - it is not.  All of the money went to the insurance company who paid his full income in 2021.

 

I also don't understand how to handle Schedule 3 or how to check if we should get tax money back from 2021, 2022 and 2023.  I think I need to go and find a CPA!