AmyC
Expert Alumni

After you file

When entering the lump sum - you selected yes for lump sum. These are the steps for you to follow:

  1. The program asks you to pick a year, enter the portion of the lump sum for that year, 
  2. continue
  3. Look at the tax return for that year or SSA form box 5, since you had none, enter zero.
  4. continue
  5. select filing status for that year
  6. continue
  7. adjusted gross income - zero - since you didn't file
  8. taxable social security on tax return - zero - since you didn't file
  9. continue
  10. adjustments - enter if you have any
  11. continue
  12. continue adding for each year.
  13. done
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