MaryK4
Expert Alumni

Get your taxes done using TurboTax

No, you do not amend your 2019 for the payments made in 2020 for 2019.  

 

You can't amend returns for prior years to reflect social security benefits received in a single lump-sum in the current year. You must include the taxable part of a lump-sum payment of benefits received in the current year (reported to you on Form SSA-1099, Social Security Benefit Statement) in your current year's income, even if the payment includes benefits for an earlier year.

 

See Back Payments | Internal Revenue Service.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"