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Get your taxes done using TurboTax
If you're working in Easystep, you should have been asked whether any of the SS payment was for a lump sum from earlier years. Easiest now is to go to the Forms mode (from the View menu) and pull up your Social Security Benefits Worksheet. Add up all the amounts from Box 5 of any SSA-1099 forms and put them in line A of the worksheet. Then fill out lines B-E. Now just below that section is a link to the Lump-Sum smart worksheet for dealing with lump sums from earlier years. Click that QuickZoom link and put in 2015 at the top of the Earlier Year Lump-Sum worksheet that it links to, then fill out that worksheet. Then the correct amounts should flow into your 2019 return. Good luck!
March 18, 2020
12:43 PM