Laurie1041,

First off, CONGRATULATIONS!

Secondly, my SSDI was appealed and approved retroactively too. I also had a disability insurance from my employer during this waiting period that a percentage had to be paid back out of this claim. My attorney pointed out that b/c I actually would have been receiving SSDI during that time, my taxes need to be adjusted for those years, the taxes will need to be adjusted. Once the payment had been repaid to the insurance company for their payments during that waiting period, my taxes needed to be redone.

I highly recommend contacting an accountant to do this for you. It is very complicated. I asked several accountants if they were familiar with doing this but ended up at H&R Block with an experienced manager there, instead of one of their annual people. I took in all the back taxes, tax form w/ payment info from social security, tax info for each year of payments from the insurance, and repayment info to /from the insurance company. There were no problems and it was $135, the least expensive of all the accountants I'd talked to in our area and they had a guarantee. No matter who you go with, I really recommend an accountant to sort through this and file for you.

Again, congratulations!