AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

If you received the lump sum payment in 2017 and it was already reported on your 2017 tax return, you do not need to enter any information about it on your 2019 tax return.  You would only enter information in 2019 for lump sum payments received in 2019.

 

That being said, if you did receive a lump sum payment in 2019 that was for the 2017 tax year, then behind the scenes, TurboTax is filling out worksheets to be able to calculate the taxable amount of that lump sum payment so that it can be included on your 2019 return and you would not need to amend earlier years to account for it. 

 

The worksheet is called Earlier Year Lump Sum Social Security Worksheet.  There will be a worksheet for each year for which you received a lump sum payment in 2019.  On the worksheet for 2017, line B is asking for the amount of Social Security benefits that was received in that year (2017).  You would find this number on line 20a of Form 1040 for 2017.

 

 

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