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SSDI lump sum election

MH800
Level 1

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?

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1 Comment 1
TaxGuyBill
Level 15

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

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