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Disability Repayments

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    #16
    Did he write the check near the end of December, and mail it to the employer? Is it possible that the employer did not constructively receive the repayment until 2009? This might explain why the amount is still included in Box 1 of Form W-2...


    Very possible as the letter from Lincoln was dated Jan.8 2009. I may call Lincoln and see when they received the check.
    Thanks for your help, I didn't think of this.

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