nscrsnoopy6967
Returning Member

SSA1099 - Lump sum including past years

I received a lump sump SSDI  payment in 2025 that included 2024 and 2023 benefits paid in 2025.  There are 3 fields to enter when entering past year payments and have trouble with one field.

 

Total payment was $35,015 which included $16,632 from 2024 and $1,343 from 2023.  When entering past years, I entered $16,632 for 2024.

 

Adjusted Gross Income from 2024 - I entered this

Tax-exempt interest in 2024 - I entered this

Taxable Social Security benefit in 2024 - This is my question.  Do I enter $16,632 or do I enter $0?  It says enter zero if your social security benefits weren't taxable but not sure how to answer.