Re: SSDI Award and LTD reimbursement. Getting Screwed?
At this point the best thing to do is meet with a tax professional to see what, if anything, needs to be filed to amend past returns or if that will not be required. They can also talk to you about the tax ability of SSDI and child dependent SS benefits. Tax issues are so complex based on everyone's own financial situation.
I too have tax free LTD and may eventually be awarded SSDI retro to possibly 10/2009. My tax person at H&R said we'll tackle that when it happens.
Rt thumb fusion '13. R&L thumb arthroplasty '12 ; RT TKR & Bilat CTS' 11. Fusions: L5-S1('87), L4-S1('93), C5-C7('06), L3-S1('10), C4-C5('13). C5-C7 foraminotomy '08