Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

I am on social security disability benefits. I have been off…

I am on social...

I am on social security disability benefits. I have been off of work since 2013. I received long term disability from my employer for which I had to repay them for the 3 years that I received pay. My employer took out the necessary taxes. When I received my back pay I then had to repay my employer. Should I get the taxes paid returned to me since social security is tax free?

Accountant's Assistant: The Expert will know what to do. Is there anything else the Expert should be aware of?

Not that I am aware of

Show More
Show Less
Ask Your Own Tax Question
Answered in 5 hours by:
11/29/2017
Carter McBride
Carter McBride, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 1,039
Experience: Adjunct Professor
Verified
Hey! I'm Carter, I'm a CPA and would be glad to help you.
So, I'm assuming this is more than $3,000. If so, you can use Internal Revenue Code section 1341. This allows you to calculate the amount of tax you paid on the income you needed to repay and then claim a credit for it. It's known as the claim of right doctrine. You tax software should help you calculate the amount due. It's not an easy calculation so I do recommend using software.
I hope that helped! If you need anything clarified, let me know. If not, please leave a rating! Thanks!
Carter McBride
Carter McBride, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 1,039
Experience: Adjunct Professor
Verified
Carter McBride and 87 other Tax Specialists are ready to help you
Ask your own question now
Was this answer helpful?
Ask Carter McBride Your Own Question
Carter McBride
Carter McBride
Carter McBride, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 1,039
1,039 Satisfied Customers
Experience: Adjunct Professor

Carter McBride is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,451 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

56 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,124 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
My question is not a software question, it is a tax issue
My question is not a software question, it is a tax issue question. When filing this year's return, the purchase price of a rental property was inadvertently not included. Must I file an amended retur… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
931 satisfied customers
New Jersey denied my earned income child tax credit but the
New Jersey denied my earned income child tax credit but the federal gave it to me. Will the state(New Jersey) tell the fed I was denied after the fed all ready gave it to me … read more
Carter McBride
Carter McBride
Certified Public Accountant (CPA)
1,039 satisfied customers
A quick? Received a notice of credit for income tax
Good afternoon. A quick ? Received a notice of credit for income tax purposes. Notice says if we declared amt of disability as income on prior years taxes. And we did. We now can show that as an. Offs… read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
Are VA benefits (80 Percent disabled/78yrs old) No all
are VA benefits (80 Percent disabled/78yrs old) JA: Are there other sources of income (wages, interest, dividends, etc.)? Customer: No all income is pensioned JA: Anything else you want the Accountant… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
Is disability income taxable,,,? I am currently receiving
i am currently receiving disability payments through my employers insurance company, while waiting on a decision from Social Security, are these payments taxable,,,? … read more
abci168
abci168
Principal
27 satisfied customers
Is a VA disability income taxable?. I have aa 50% VA
I have aa 50% VA disability from service in Viet Nam ad a Navy Nurse Corps Officer. Ruth ***** ***** … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,943 satisfied customers
The tax software generated a sheet called ---NOL worksheet
The tax software generated a sheet called ---NOL worksheet File Copy Only, Do not Mail --- which is called form 1045 and under it it says schedule A-NOL. At the bottom, Line 25 it gives the same amoun… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
158 satisfied customers
I have minor children receiving disability income from my
i have minor children receiving disability income from my permanent disability. is that taxable to them? one is 2 years old … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I filed 2017 with turbo tax. a have disability income only.
I filed 2017 with turbo tax. a have disability income only. turbo tax sais return accepted tax act letter sais irs needs 2016 pin number or 2016agi number wich I have both. then they say must get info… read more
PhillipsEsq.
PhillipsEsq.
Attorney-at-Law
JD
56 satisfied customers
Is one's financial aid for college or disability benefit
Is one's financial aid for college or disability benefit affected when one decided to start a business when the business has in tha tax year has more losses than profited?… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
We are doing our income tax using H&R Bolck software and it
We are doing our income tax using H&R Bolck software and it is saying we did not draw enough money from our retirement account. This is wrong according to our IRA Kingdom Trust IRA company. We need he… read more
ABC Accounting Group
ABC Accounting Group
Bachelor\u0027s Degree
828 satisfied customers
My tax software is doing something different with the
My tax software is doing something different with the American Opportunity Credit. Have roughly 10k in tuition. Took out the same amount out of 529 plan. It's giving me the $2500 credit but including … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,943 satisfied customers
Earned income credit, single and no children income 1392
earned income credit, single and no children income 1392 social security 15996.00 … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,943 satisfied customers
Re:The tax credit for hybrid vehicles. Is credit available
Re:The tax credit for hybrid vehicles. Is credit available for leased vehicles or just purchased ones. If available for leased please provide me support for my files.… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
158 satisfied customers
If a person is receiving disability social security benefits
If a person is receiving disability social security benefits now and she receives a letter saying she will monthly widow's benefits does she still get the disability benefits or does they stop? … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
My wife receives social security disability benefits of
My wife receives social security disability benefits of 1200. a month and my daughter received a portion of her benefits totaling 700.00 per month. I have an AGI of 34000.00 for 2017. Do I have to cla… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,124 satisfied customers
Has the disabled tax credit been changed? In the beginning,
has the disabled tax credit been changed? In the beginning, type 2 diabetes was used as an example of a disabilty that would be approved. … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,943 satisfied customers
What is disability tax credit? do i get disability tax
what is disability tax credit ? do i get disability tax credit every year or just once … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,943 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x