Investors & landlords

Ok...i finally went thru the interview to see what the software  asked for.

1)  If in that prior year ( say 2011) you neither received, nor reported any SS income for the 2011 tax return in question. then you enter a zero for "Taxable Social Security Benefits for 2011"
or
2)  IF on your 2011 tax return that was already filed a long time ago.....if you reported some SS income that year, then you have to look at the actual tax form from 2011, and enter the taxable amount shown on (Form 1040 line 20b....or form 1040A, line 14b)...............
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Then repeat for every prior year, for which you have received a lump-sum $$ amount  during 2017.

naturally, you need a copy of every prior year's tax return, for which you have now received a lump sum in 2017
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*