What year is your SSA-1099 for? The year is in large numbers in the upper left corner.
Your post is a little unclear. I am assuming that you started receiving benefits in 2021, that the SSA-1099 is for 2021, and that the amounts at the bottom of the description box are for 2018, 2019, and 2020. If these assumptions are not correct, ignore the rest of this reply and post more details.
@emSuarez58 wrote:
why do the numbers in the description at bottom of box 3 not add up to the total amount I received?
In 2021 you were paid benefits for 2021, plus lump sums for the three earlier years, 2018, 2019, and 2020. The total benefits in box 3 include the amounts for all four years, 2018 through 2021. So it is the sum of the amounts at the bottom of the description box, plus your 2021 benefits.
@emSuarez58 wrote:
I had not completed my tax return for 2020 at the time. Does that make a difference in the calculation of the SSDI lump sum backpay?
Your 2021 SSA-1099 has no effect on your tax return for 2020. In order to do the lump-sum calculation for your 2021 tax return you will need a few figures from your 2020 tax return. To get the necessary figures you will have to finish preparing your 2020 tax return, even if you have not actually filed it. You should file your 2020 return as soon as possible so that the IRS will be able to verify the lump sum calculation on your 2021 return.
@emSuarez58 wrote:
Why is the amount I received $69,144.00 LESS than what I received?
I don't understand what you are saying here. The amount you received is the amount you received. Please be more specific about exactly what two amounts differ by $69,144, and where those amounts come from.
