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Originally Posted by mickyphoenix  Ive been working for a well known tax company for 10 yrs..
So if you have any tax questions I may be able to help..
Now I dont know each and every state but for Federal questions lol ask away..
Grrr its getting to be that time of year again... lol
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My wife was granted Social Security disability benefits last April, retroactive to May 2004. She received a lump sum payment of about $28,000 which I understand is taxable - at least in part. The problem is that she was receiving taxable interim disability through her employer while the Social Security process was ongoing and after the SS payment, about $18000 was reimbursed to the employer. Is there a way to adjust the lump sum payment for the reimbursed amount (on which taxes were paid in previous years)?
Thanks for any help you can give.