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How do I file claim of right for 3 yrs paid back to disability insurance co as I received 3 yrs of SSI, bulk income?

bvpservices
Level 1

Client repaid $66000. of disability income when he received bulk SSI. Taxes were paid on the disability income and I am looking to do a "Right of Claim".  What is the proper way to file so I get the credit against his income?

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George4Tacks
Level 15
2 Comments 2
George4Tacks
Level 15

https://www.irs.gov/pub/irs-pdf/p525.pdf see page 34 

https://accountants-community.intuit.com/articles/1612026-how-to-report-a-credit-for-repayment-of-in... It should end up on Schedule 5, line 74 as "IRC 1341"


Here's wishing you many Happy Returns
paintman2000
Level 1

In 2019, how do I file a claim of right for 3 years paid back (in 2019) to disability insurance company as I received 3 years of SSI, bulk income in 2019?

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