Skip to main content
Level 1
March 19, 2023
Question

SSDI lump sum election

  • March 19, 2023
  • 1 reply
  • 12 views

client received lump sum ssdi in 2022 of 90,000, certain amounts are for prior years, 3640 for 2021; 5460 for 2020; 5460 for 2019; 5472 for 2018 and 44906.25 for "other tax years" .  In 2017 client received a lump sum of 81,000 for amounts paid in 2017 for years 2013 - 2016.  How do I determine what years the 44906.25 is for? the total amount received in 2017 from year 2013 - 2014 is 57,928.40?

This topic has been closed for replies.

1 reply

Level 15
March 19, 2023

I suspect the taxpayer could try to contact Social Security or his attorney (assuming he had one for fighting to get Social Security Disability).