cali
Returning Member

Get your taxes done using TurboTax

"Also be sure that with each lump sum amount you are entering that year's Box 5 number (which is likely 0) and not the Box 5 from your current year benefit payment (this is a common entry error.)"

 

Because another person on the return was receiving SSA benefits in prior years, the Box 5 amount is not 0 for those years. Is this why I'm not getting the tax break I expect?