Taxpayer self prepared their 2014-2017 individual income tax returns. In 2014-2016, they received LTD/STD from an insurance company. The payments were 100% taxable and reported as such. In 2017, taxpayer received a lump sum from Social Security and repaid most of the 2014-2016 sick pay. Taxpayer handled this by amending their 2014-2016 returns instead of taking a 1341 credit or deduction on their 2017 return. I don't believe that is the proper treatment.
I don't want to perform or bill client for unnecessary work. As such, I'm looking for confirmation we should re-amend 2014-2016 to put them back to how they were originally filed, then amend 2017 to take either a 1341 deduction on Schedule A or credit on 1040 page 2.
Thanks,