Get your taxes done using TurboTax

Delete the Social Security forms as shown at the bottom of the post. After you do so, you can try again following these instructions.

After you enter your SSA-1099 information, TurboTax will ask if you received a lump-sum Social Security payment. If you didn't receive one, just answer No and move on.

Otherwise, answer Yes and follow the onscreen instructions. Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year. You can only enter one year at a time; when finished, click Add Another Lump Sum if you need to enter benefits received for a different tax year.

• After you enter your 2019 SSA-1099 information, we'll ask if you received a lump-sum Social Security payment. Answer Yes and follow the onscreen instructions.
•  Your SSA-1099 lump-sum section breaks down the payments into what amount was received for each preceding year. You can only enter one year at a time. Start with 201x. (earliest year)
•  On the next screen, Enter your 201x lump-sum payments received in 2019 and Continue
•  When finished with 201x, click Add Another Lump Sum if you need to enter benefits received for a different tax year (201y)
•  Now simply do the same thing that you just did for 201x, but use the relevant numbers for the next year (e.g.201y).

To Delete a Form

Open your return in TurboTax. 

• In the left side bar, select Tax Tools> Tools.
• In the pop-up window Tool Center, choose Delete a form.
• Select Delete next to the form/schedule/worksheet and follow the onscreen instructions