JohnB5677
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Get your taxes done using TurboTax

A lump-sum payment is a one-time Social Security payment that you received for prior-year benefits. This period could cover months or years.

 

After you enter your SSA-1099 information, we'll ask if you received a lump-sum Social Security payment. If you did, answer Yes and follow the 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. If you need to enter benefits received for a different tax year, select Add another lump-sum payment.

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