Kat
Level 15
Level 15

Get your taxes done using TurboTax

According to the TurboTax FAQ below, the TT program will allow you to allocate the lump-sum payment to both 2018 and 2019.  This will help on your tax situation, of course, but you'll also see that there is no need to amend your 2018 return.  

 

I believe the info in the FAQ will tell you all you need to know.  But if you still have further questions, please post back.

 

"What is a lump-sum Social Security payment?"

 

https://ttlc.intuit.com/replies/4767454

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***