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New Member
posted Feb 18, 2023 10:06:09 PM

How do I delete something I checked incorrectly?

I mistakenly entered that i had receive a lump sum from 
ss  I did not, but turbo tax wants more info and there is none

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1 Replies
Alumni
Feb 18, 2023 10:27:39 PM

Go back to the start of your SSA-1099 & uncheck the box. You may have to follow the menus at the top to Wages & Income, say you'll go thru the topics yourself, then look for the retirement / SS section and reopen your SSA-1099.

 

The lump-sum section is intended to reduce taxes on large back payments of SS benefits (most commonly SSDI, not SSI which is non-taxable; rare with regular SS) by allocating the check to the years it was for, when your marginal tax rate was probably lower. It's not intended for regular monthly SS checks.