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Level 1
posted Jan 26, 2022 11:07:43 AM

Social Security Disability back pay

I received a lump sum for social security disability on an appealed SSDI claim in April 2021.  The backpay covered 5 months in 2019, 12 months in 2020 and 4 months of 2021.  No tax was taken from the lump sum.

 

What are my options for filing this?  I know I owe tax on the lump sum, but I don't want the entire sum to be claimed in 2021.

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1 Replies
Expert Alumni
Jan 26, 2022 11:20:36 AM

You have options for reporting this lump sum benefit.

 

Please read this IRS document for more information.