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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!
a week ago