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Level 2
posted Nov 10, 2022 3:17:04 AM

Where to enter non-taxable income where I didn't receive a 1099?

Hi there,

 

I receive Long-Term Disability benefits from a plan I paid premiums for with after-tax dollars. I understand it's non-taxable income. However, my insurance company does not send me a form 1099 and said they do not provide one. Are they supposed to? And if they don't, then where, if anywhere, do I enter this income on my tax return? 

 

Thanks so much.

0 3 407
3 Replies
Level 2
Nov 10, 2022 3:31:29 AM

Sorry just to clarify -- I do see in Turbotax something on sick and disability pay not reported on a 1099; but it says to enter any "taxable" (bolded) disability pay not reported on a 1099 -- and I don't have any taxable. Does that mean it doesn't show up on my return at all?  Sorry to write a second post, but my first was unclear.

 

Thanks again.

Level 15
Nov 10, 2022 5:03:13 AM

it's not taxable so it is not reported on your tax return. 

 

No different than having a automobile policy, receiving a collision claim payment for an accident and that isn't reported on a tax return either - it's not considered taxable income

Level 15
Nov 10, 2022 5:12:10 AM

If an insurance company knows that the payments are nontaxable, which appears to be the case here, the insurance company is not required to issue a Form 1099-R and no reporting on your tax return is necessary.