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Get your taxes done using TurboTax
Just to add to this: I selected the "Yes" option just to try it out. For the amount of the lump-sum in 2019, I used the amount from the note at the bottom of the "DESCRIPTION OF AMOUNT IN BOX 3" box in my 2020 SSA-1099.
Then it asks:
"Enter the amount of Social Security and/or Railroad Retirement Benefits received during 2019 and already reported on your 2019 return. (This figure would be in box 5 of Form SSA-1099 and/or Form RRB-1099 for 2019.)"
Then it asks to enter the "Box 5 Amount Reported on Your 2019 Return".
The thing is, I have no SSA-1099 (nor RRB-1099) for 2019...
Very confused at this point. Should I select "No" on the lump-sum question then?
March 28, 2021
5:36 PM