I received a lump sum this year in two payments . It covers 2018, 2019 anc 2020. However , my SSA 1099 does not break it down for me ( as in amounts over which years ) .

[Nickel38]

To top it off, my LTD sent me a W-2 stating they paid me this year but I’m paying them back with the lump sum so they did not pay me

[HelenC12]

Contact the Social Security Administration to get a breakdown by year of benefits to avoid taxes by apportioning prior year benefits to those previous years’ income (without filing any amended returns). Please see What is a lump-sum Social Security payment?

If you received a W-2 for LTD in tax year 2021 and you're repaying the LTD in tax year 2022, you'll need to report the W-2 in tax year 2021. In tax year 2022, you'll report a claim of right repayment.

• A Claim of Right Repayment is a deduction you can take in the current tax year if you’re required to pay back income in excess of $3,000 from a previous tax year that you thought you could keep. You reported and paid taxes on the money, not knowing you’d have to pay it back.