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I need to see a CPA for the first time, I'm trying to only have to go once. My situation is Long Term Disability paid me 18k that was a loan until SSDI came though. When it did, I had to pay the 18 k back. That happened after tax season, I had already paid 3-4k in taxes that included that 18k loan. So I need a CPA to help me figure this out.
But I'll also need her next year to tell me how to file having earned an 18k settlement from SSDI this year that I promptly had to pay to the LTD.
Can I just wait for her to do an amended return for this year when I go to see her next year to file my taxes for me? I hate to pay to see her twice if I can do it in one shot and I don't care about waiting for back taxes to come back.
But I'll also need her next year to tell me how to file having earned an 18k settlement from SSDI this year that I promptly had to pay to the LTD.
Can I just wait for her to do an amended return for this year when I go to see her next year to file my taxes for me? I hate to pay to see her twice if I can do it in one shot and I don't care about waiting for back taxes to come back.